Filed January 22, 2012 (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 |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $9,796 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,089 |
QUALIFIED PLANS, LLC2+ years Filed as: QUALIFIED PLANS LLC Service code 13 · EIN 58-2605083 | Contract Administrator | $2,205 |
QUALIFIED PLANS, LLC1 year Service code 13 | Contract Administrator | $1,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,234 | $107,378-70.0% | $108,582-70.3% | $57,658-44.1% |
| Participation rate | 44.9% | 77.1%-32.2pp | 79.6%-34.7pp | 70.2%-25.4pp |
| Annual return | 16.27% | 12.80%+3.5pp | -51.70%+68.0pp | 5.13%+11.1pp |
| Employer contribution / active EE | $587 | $1,782-67.1% | $3,758-84.4% | $1,974-70.3% |
| Participant deferral / active EE | $1,492 | $3,221-53.7% | $4,311-65.4% | $3,061-51.2% |
| Admin fee / account holder | $43 | $108-60.2% | $7,645-99.4% | $95-54.3% |