Filed November 16, 1992
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 INC4 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $114,184 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,191 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $40,435 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,972 | $95,438+131.5% | $135,998+62.5% | $74,478+196.7% |
| Participation rate | 97.8% | 78.2%+19.6pp | 81.9%+15.9pp | 70.7%+27.1pp |
| Annual return | 16.01% | 32.61%-16.6pp | 68.37%-52.4pp | 34.37%-18.4pp |
| Employer contribution / active EE | $8,661 | $3,878+123.3% | $4,860+78.2% | $2,637+228.5% |
| Participant deferral / active EE | $10,175 | $7,790+30.6% | $7,761+31.1% | $4,530+124.6% |
| Admin fee / account holder | $228 | $259-12.0% | $10,769-97.9% | $347-34.4% |