Filed May 22, 2008
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+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $8,750 |
MCNEES WALLACE & NURICK1+ years Filed as: MCNEES WALLACE AND NURICK, LLC Service code 29 · EIN 23-1256003 | Legal | $5,832 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $5,542 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,742 | $67,166-0.6% | $57,343+16.4% | $55,191+20.9% |
| Participation rate | 98.9% | 77.7%+21.2pp | 75.1%+23.8pp | 69.2%+29.7pp |
| Annual return | 2.20% | 4.22%-2.0pp | 24.39%-22.2pp | 10.78%-8.6pp |
| Employer contribution / active EE | $2,666 | $2,812-5.2% | $2,689-0.9% | $1,899+40.4% |
| Participant deferral / active EE | $2,715 | $2,835-4.2% | $3,162-14.2% | $3,046-10.9% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |