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 INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $70,977 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,849 |
Filed as: CHANCE GAY & CIEGLO, PLLC Service code 10 · EIN 83-0974051 | Accounting | $10,269 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$13,828 |
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 | $73,051 | $86,897-15.9% | $151,645-51.8% | $64,824+12.7% |
| Participation rate | 97.1% | 87.3%+9.8pp | 87.5%+9.6pp | 71.5%+25.6pp |
| Annual return | -18.62% | -3.57%-15.1pp | 3.34%-22.0pp | 32.84%-51.5pp |
| Employer contribution / active EE | $2,514 | $4,010-37.3% | $6,165-59.2% | $2,507+0.3% |
| Participant deferral / active EE | $3,982 | $6,690-40.5% | $8,363-52.4% | $4,311-7.6% |
| Admin fee / account holder | $264 | $153+72.4% | $11,614-97.7% | $188+40.4% |