Filed July 1, 2013 (most recent of 4 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 |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $167,226 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,402 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $18,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40,123 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,678 | $76,774+1.2% | $112,270-30.8% | $77,906-0.3% |
| Participation rate | 96.0% | 80.2%+15.8pp | 75.1%+20.9pp | 73.7%+22.3pp |
| Annual return | -17.13% | -10.25%-6.9pp | 27.49%-44.6pp | 12.16%-29.3pp |
| Employer contribution / active EE | $1,277 | $3,977-67.9% | $3,635-64.9% | $2,846-55.1% |
| Participant deferral / active EE | $9,854 | $3,778+160.8% | $4,729+108.4% | $4,805+105.1% |
| Admin fee / account holder | $81 | $239-66.0% | $6,411-98.7% | $133-38.8% |