Filed June 27, 2003
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 |
|---|---|---|
401K ADVISORS INC1+ years Filed as: 401K ADVISORS Service code 49 · EIN 33-0905143 | Other Services | $23,440 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,960 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 53 · EIN 74-2470431 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,042 | $72,770+48.5% | $67,652+59.7% | $55,191+95.8% |
| Participation rate | 59.9% | 78.8%-18.9pp | 75.7%-15.8pp | 69.2%-9.3pp |
| Annual return | -17.28% | -3.26%-14.0pp | 6625.40%-6642.7pp | 10.78%-28.1pp |
| Employer contribution / active EE | $1,096 | $1,769-38.1% | $2,266-51.6% | $1,899-42.3% |
| Participant deferral / active EE | $3,631 | $3,408+6.5% | $3,560+2.0% | $3,046+19.2% |
| Admin fee / account holder | $10 | $79-87.9% | $4,821-99.8% | $91-89.5% |