Filed August 10, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $35,749 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $12,958 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,523 | $52,581-19.1% | $130,788-67.5% | $64,340-33.9% |
| Participation rate | 83.4% | 46.5%+36.9pp | 70.1%+13.3pp | 55.2%+28.2pp |
| Annual return | 11.10% | 20.39%-9.3pp | 386.44%-375.3pp | 24.14%-13.0pp |
| Employer contribution / active EE | $2,249 | $1,031+118.1% | $3,558-36.8% | $1,862+20.8% |
| Participant deferral / active EE | $3,060 | $2,200+39.1% | $4,137-26.0% | $2,980+2.7% |
| Admin fee / account holder | $168 | $4,583-96.3% | $6,673-97.5% | $3,703-95.5% |