Filed October 17, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $173,990 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $101,851 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,007 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,020 | $74,347+3.6% | $93,621-17.7% | $67,582+14.0% |
| Participation rate | 95.5% | 80.6%+14.9pp | 75.8%+19.7pp | 71.3%+24.2pp |
| Annual return | 21.66% | 28.07%-6.4pp | 32.76%-11.1pp | 378.57%-356.9pp |
| Employer contribution / active EE | $1,999 | $2,583-22.6% | $2,719-26.5% | $2,148-6.9% |
| Participant deferral / active EE | $5,102 | $4,060+25.7% | $4,070+25.4% | $3,539+44.1% |
| Admin fee / account holder | $193 | $123+57.4% | $7,890-97.6% | $142+35.7% |