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 | $289,259 |
NFP RETIREMENT INC3 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 | $42,308 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF 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 | $22,106 | $35,293-37.4% | $77,113-71.3% | $89,433-75.3% |
| Participation rate | 29.3% | 31.3%-2.0pp | 67.9%-38.6pp | 71.3%-42.0pp |
| Annual return | -15.78% | -5.92%-9.9pp | 42.37%-58.2pp | -11.88%-3.9pp |
| Employer contribution / active EE | $1,066 | $695+53.4% | $2,815-62.1% | $3,021-64.7% |
| Participant deferral / active EE | $2,041 | $1,764+15.7% | $4,430-53.9% | $5,125-60.2% |
| Admin fee / account holder | $30 | $105-71.6% | $5,445-99.5% | $79-62.5% |