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 | $252,341 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $97,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,154 | $50,169+61.8% | $149,740-45.8% | $80,187+1.2% |
| Participation rate | 57.3% | 64.3%-6.9pp | 78.8%-21.4pp | 72.9%-15.6pp |
| Annual return | 15.10% | 29.82%-14.7pp | 134.51%-119.4pp | 40.40%-25.3pp |
| Employer contribution / active EE | $1,400 | $1,869-25.1% | $4,821-71.0% | $2,980-53.0% |
| Participant deferral / active EE | $3,561 | $3,194+11.5% | $5,683-37.3% | $5,016-29.0% |
| Admin fee / account holder | $134 | $153-12.5% | $13,222-99.0% | $145-7.8% |