Filed August 26, 2011
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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $235,166 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $12,000 |
TRUCKER HUSS2 years Filed as: TUCKER HUSS Service code 29 · EIN 94-3216063 | Legal | $8,737 |
ROBINSON & COLE LLP1 year Filed as: ROBINSON BURDETTE MARTIN&SERIGH, LL Service code 10 · EIN 23-1945930 | Accounting | $6,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $99,652-100.0% | $78,778-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.2%-69.2pp | 82.8%-82.8pp |
| Annual return | -98.74% | 47.28%-146.0pp | 35.62%-134.4pp | 578.58%-677.3pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |