Filed October 28, 2019 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Participant commun... | $50,659 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $25,000 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $13,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $175 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $58,572 | $37,213+57.4% | $156,551-62.6% | $63,975-8.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 6.23% | 47.89%-41.7pp | 32.23%-26.0pp | 48.65%-42.4pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $63 | $56+12.7% | $13,028-99.5% | $70-9.9% |