Filed October 17, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $186,117 |
NFP RETIREMENT INC5 years Service code 99 · EIN 33-0905143 | Other Fees | $83,014 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,759 | $81,948-10.0% | $90,766-18.7% | $64,824+13.8% |
| Participation rate | 94.7% | 80.5%+14.3pp | 75.7%+19.0pp | 71.5%+23.2pp |
| Annual return | -15.90% | -12.53%-3.4pp | -12.16%-3.7pp | 32.84%-48.7pp |
| Employer contribution / active EE | $2,382 | $3,067-22.4% | $2,922-18.5% | $2,507-5.0% |
| Participant deferral / active EE | $5,222 | $4,844+7.8% | $4,565+14.4% | $4,311+21.1% |
| Admin fee / account holder | $191 | $157+21.7% | $8,446-97.7% | $188+1.8% |