Filed October 31, 2013
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 ADVISOR SERVICES LLC Service code 27 4350 BAKER ROAD SUITE 250 · MINNETONKA, MN 55343 | Advisory (Plan) | $42,505 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,747 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN Service code 16 220 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Consulting | $15,977 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,335 | $60,165+46.8% | $74,185+19.1% | $55,167+60.1% |
| Participation rate | 96.6% | 74.2%+22.4pp | 76.6%+20.0pp | 69.0%+27.6pp |
| Annual return | 6.17% | 10.00%-3.8pp | 17.74%-11.6pp | 169.23%-163.1pp |
| Employer contribution / active EE | $2,039 | $1,600+27.5% | $2,370-14.0% | $1,963+3.9% |
| Participant deferral / active EE | $5,846 | $2,973+96.7% | $3,550+64.7% | $3,054+91.4% |
| Admin fee / account holder | $361 | $419-13.9% | $5,586-93.5% | $504-28.3% |