Filed February 24, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $89,799 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
LUTZ & COMPANY, PC3 years Service code 10 · EIN 47-0625816 | Accounting | $18,105 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,528 | $95,918+11.1% | $151,645-29.8% | $77,906+36.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -15.78% | -5.50%-10.3pp | 3.34%-19.1pp | 12.16%-27.9pp |
| Employer contribution / active EE | $7,603 | $4,330+75.6% | $6,165+23.3% | $2,846+167.1% |
| Participant deferral / active EE | $7,066 | $7,508-5.9% | $8,363-15.5% | $4,805+47.1% |
| Admin fee / account holder | $105 | $93+12.3% | $11,614-99.1% | $133-21.0% |