Filed February 16, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP Service code 55 | Other Commissions | $28,147 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES Service code 49 | Other Services | $21 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE Service code 55 · EIN 74-2794194 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,538 | $46,173-46.9% | $170,435-85.6% | $69,631-64.8% |
| Participation rate | 80.4% | 63.9%+16.5pp | 83.6%-3.2pp | 70.7%+9.7pp |
| Annual return | 15.88% | 21.62%-5.7pp | 205.94%-190.1pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $2,343 | $1,610+45.6% | $5,432-56.9% | $2,032+15.3% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $22 | $116-80.7% | $13,881-99.8% | $110-79.8% |