Filed December 30, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $19,704 |
CHERRY BEKAERT LLP2+ years Service code 10 · EIN 56-0574444 | Accounting | $11,700 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,234 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $2,935 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,434 | $75,183+25.6% | $123,894-23.8% | $55,167+71.2% |
| Participation rate | 89.2% | 72.8%+16.4pp | 81.4%+7.8pp | 69.0%+20.2pp |
| Annual return | 8.53% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,037 | $2,823-63.3% | $4,617-77.5% | $1,963-47.2% |
| Participant deferral / active EE | $4,485 | $5,084-11.8% | $5,984-25.1% | $3,054+46.8% |
| Admin fee / account holder | $148 | $663-77.7% | $8,357-98.2% | $504-70.7% |