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 | $282,868 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $56,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,281 | $53,204+65.9% | $155,556-43.2% | $200,096-55.9% |
| Participation rate | 54.8% | 64.1%-9.3pp | 78.2%-23.5pp | 72.0%-17.3pp |
| Annual return | 12.52% | 41.02%-28.5pp | 64.84%-52.3pp | 34.26%-21.7pp |
| Employer contribution / active EE | $1,703 | $1,850-7.9% | $4,675-63.6% | $3,038-43.9% |
| Participant deferral / active EE | $3,422 | $3,163+8.2% | $5,631-39.2% | $5,090-32.8% |
| Admin fee / account holder | $124 | $186-33.0% | $15,885-99.2% | $269-53.8% |