Filed October 11, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $23,100 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 26300 NORTHWESTERN HIGHWAY #120 · SOUTHFIELD, MI 480763750 | Accounting | $14,367 |
FASCORE, LLC1+ years Filed as: FASCORE LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $209 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,856 | $70,002+116.9% | $115,038+32.0% | $52,331+190.2% |
| Participation rate | 81.7% | 72.1%+9.6pp | 81.4%+0.3pp | 68.1%+13.6pp |
| Annual return | 2.47% | 4.04%-1.6pp | 26.14%-23.7pp | 4.54%-2.1pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,628 | $4,920+55.0% | $6,026+26.6% | $3,022+152.4% |
| Admin fee / account holder | $48 | $566-91.5% | $8,175-99.4% | $592-91.8% |