Filed August 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $490,353 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 72 · EIN 33-0905143 | Other investment fees and expenses | $71,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,547 | $63,259-75.4% | $178,490-91.3% | $93,223-83.3% |
| Participation rate | 98.3% | 72.1%+26.1pp | 81.9%+16.3pp | 74.9%+23.4pp |
| Annual return | 16.34% | 19.93%-3.6pp | 151.07%-134.7pp | 19.29%-2.9pp |
| Employer contribution / active EE | $2,291 | $1,865+22.9% | $5,011-54.3% | $2,680-14.5% |
| Participant deferral / active EE | $2,923 | $3,372-13.3% | $5,202-43.8% | $4,563-36.0% |
| Admin fee / account holder | $80 | $58+38.0% | $13,984-99.4% | $79+1.1% |