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 | $167,683 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $24,982 |
KPMG LLP9+ years Service code 10 · EIN 13-5565207 | Accounting | $16,000 |
WILLCOX & SAVAGE, P.C.6 years Service code 29 · EIN 54-0976999 | Legal | $7,219 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,106 | $47,173+93.1% | $149,740-39.2% | $74,478+22.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 13.32% | 22.75%-9.4pp | 134.51%-121.2pp | 34.37%-21.0pp |
| Employer contribution / active EE | $0 | $1,903-100.0% | $4,821-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,683-100.0% | $4,530-100.0% |
| Admin fee / account holder | $193 | $343-43.7% | $13,222-98.5% | $347-44.3% |