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 INC2 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $23,214 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $15,159 |
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.
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 | $59,621 | $77,559-23.1% | $68,612-13.1% | $75,289-20.8% |
| Participation rate | 41.6% | 78.3%-36.7pp | 72.2%-30.6pp | 72.4%-30.8pp |
| Annual return | 9.31% | -1.01%+10.3pp | -4.63%+13.9pp | -0.04%+9.3pp |
| Employer contribution / active EE | $157 | $1,993-92.1% | $2,625-94.0% | $2,405-93.5% |
| Participant deferral / active EE | $1,695 | $3,128-45.8% | $3,311-48.8% | $3,739-54.7% |
| Admin fee / account holder | $52 | $90-42.5% | $5,131-99.0% | $102-49.2% |