Filed August 20, 2012
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 |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $14,531 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $9,111 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,972 | $123,286-51.4% | $75,501-20.6% | $77,958-23.1% |
| Participation rate | 40.7% | 78.8%-38.0pp | 72.4%-31.6pp | 71.6%-30.9pp |
| Annual return | 8.98% | 20.45%-11.5pp | 27.35%-18.4pp | 20.87%-11.9pp |
| Employer contribution / active EE | $148 | $2,035-92.7% | $2,352-93.7% | $2,310-93.6% |
| Participant deferral / active EE | $1,610 | $3,095-48.0% | $3,142-48.8% | $3,537-54.5% |
| Admin fee / account holder | $34 | $144-76.2% | $5,801-99.4% | $97-64.8% |