Filed October 18, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $232,954 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 27 · EIN 20-5582309 | Advisory (Plan) | $41,909 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 · EIN 20-5582306 | Advisory (Plan) | $13,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,537 | $67,512+23.7% | $185,854-55.1% | $93,010-10.2% |
| Participation rate | 59.1% | 67.1%-8.0pp | 81.7%-22.6pp | 73.9%-14.8pp |
| Annual return | 13.75% | 21.04%-7.3pp | 122.12%-108.4pp | 158.70%-145.0pp |
| Employer contribution / active EE | $2,220 | $1,783+24.5% | $5,169-57.1% | $2,705-18.0% |
| Participant deferral / active EE | $3,425 | $3,035+12.8% | $5,569-38.5% | $4,561-24.9% |
| Admin fee / account holder | $113 | $318-64.5% | $16,246-99.3% | $152-25.6% |