Filed April 29, 2020 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $46,422 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,768 |
CURAFIN ADVISORS1 year Filed as: CURAFIN ADVISORS, LLC Service code 27 · EIN 99-2321264 | Advisory (Plan) | $22,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,853 | $241,850-75.3% | $102,412-41.6% | $199,960-70.1% |
| Participation rate | 31.2% | 78.3%-47.2pp | 74.5%-43.3pp | 72.0%-40.8pp |
| Annual return | 18.77% | 17.67%+1.1pp | 24.94%-6.2pp | 34.28%-15.5pp |
| Employer contribution / active EE | $721 | $4,253-83.1% | $3,870-81.4% | $3,036-76.3% |
| Participant deferral / active EE | $2,252 | $3,961-43.1% | $5,060-55.5% | $5,087-55.7% |
| Admin fee / account holder | $173 | $288-39.8% | $8,388-97.9% | $269-35.6% |