Filed October 31, 2000
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $135,014 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $48,355 |
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 | $104,144 | $55,516+87.6% | $75,781+37.4% | $59,188+76.0% |
| Participation rate | 75.5% | 73.6%+1.8pp | 75.8%-0.4pp | 69.4%+6.0pp |
| Annual return | 3.12% | -1.89%+5.0pp | 9.68%-6.6pp | 5.51%-2.4pp |
| Employer contribution / active EE | $2,620 | $2,604+0.6% | $3,323-21.2% | $2,098+24.9% |
| Participant deferral / active EE | $6,159 | $2,599+137.0% | $3,651+68.7% | $3,265+88.7% |
| Admin fee / account holder | $126 | $110+14.8% | $5,299-97.6% | $92+37.0% |