Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $132,595 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $100,000 |
Filed as: LAVINE, LOFGREN, MORRIS AND ENGELBE Service code 49 · EIN 33-0690020 | Other Services | $30,085 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,765 | $104,165-75.3% | $96,188-73.2% | $106,520-75.8% |
| Participation rate | 40.6% | 31.3%+9.3pp | 68.4%-27.9pp | 71.3%-30.7pp |
| Annual return | 21.85% | 25.28%-3.4pp | 192.12%-170.3pp | 19.28%+2.6pp |
| Employer contribution / active EE | $787 | $599+31.4% | $2,800-71.9% | $2,840-72.3% |
| Participant deferral / active EE | $2,288 | $1,572+45.5% | $4,350-47.4% | $4,948-53.8% |
| Admin fee / account holder | $22 | $98-77.7% | $5,538-99.6% | $75-70.7% |