Filed October 28, 2019 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $179,390 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $25,000 |
KPMG LLP4 years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $17,000 |
WILLCOX & SAVAGE, P.C.5 years Service code 29 · EIN 54-0976999 | Legal | $5,930 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,371 | $46,339+73.4% | $143,801-44.1% | $64,829+24.0% |
| Participation rate | 100.0% | 64.3%+35.7pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -14.42% | -10.05%-4.4pp | -0.04%-14.4pp | 32.85%-47.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $2,648-100.0% | $5,639-100.0% | $4,312-100.0% |
| Admin fee / account holder | $190 | $154+23.5% | $14,680-98.7% | $188+1.1% |