Filed April 14, 2004
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 INC4 years Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $99,098 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,806 |
CHANCE GAY AND CIEGLO PLLC3 years Filed as: CHANCE GAY & CIEGLO, PLLC Service code 10 · EIN 83-0974051 | Accounting | $9,473 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$26,299 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,967 | $129,227-29.6% | $184,256-50.6% | $77,762+17.0% |
| Participation rate | 97.2% | 87.4%+9.9pp | 86.8%+10.4pp | 70.6%+26.6pp |
| Annual return | 13.85% | 33.24%-19.4pp | 28.85%-15.0pp | 31.27%-17.4pp |
| Employer contribution / active EE | $2,659 | $4,412-39.7% | $6,427-58.6% | $2,728-2.5% |
| Participant deferral / active EE | $4,274 | $7,307-41.5% | $9,133-53.2% | $4,651-8.1% |
| Admin fee / account holder | $302 | $256+18.0% | $13,899-97.8% | $433-30.3% |