Filed July 29, 2015
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 INC6 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $49,454 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,267 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,717 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $374,054 | $87,870+325.7% | $113,168+230.5% | $74,304+403.4% |
| Participation rate | 96.6% | 70.7%+25.9pp | 76.6%+20.1pp | 60.3%+36.3pp |
| Annual return | 15.22% | 26.44%-11.2pp | 24.27%-9.0pp | 29.43%-14.2pp |
| Employer contribution / active EE | $6,225 | $2,277+173.4% | $2,975+109.2% | $2,241+177.8% |
| Participant deferral / active EE | $10,103 | $4,241+138.2% | $5,107+97.8% | $3,767+168.2% |
| Admin fee / account holder | $446 | $3,368-86.8% | $12,068-96.3% | $2,969-85.0% |