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 | $237,785 |
NFP RETIREMENT INC2 years Filed as: NFP Service code 27 · EIN 20-5582306 | Advisory (Plan) | $13,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,404 | $45,000+58.7% | $143,801-50.3% | $77,906-8.3% |
| Participation rate | 58.3% | 66.8%-8.6pp | 80.3%-22.1pp | 73.7%-15.4pp |
| Annual return | -15.21% | 29.03%-44.2pp | -0.04%-15.2pp | 12.16%-27.4pp |
| Employer contribution / active EE | $2,146 | $1,870+14.8% | $4,952-56.7% | $2,846-24.6% |
| Participant deferral / active EE | $3,389 | $3,157+7.4% | $5,639-39.9% | $4,805-29.5% |
| Admin fee / account holder | $95 | $98-3.6% | $14,680-99.4% | $133-28.5% |