Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $760,551 |
NFP RETIREMENT INC4 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 27 · EIN 33-0690020 | Advisory (Plan) | $34,800 |
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.
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 | $26,438 | $36,954-28.5% | $80,669-67.2% | $96,393-72.6% |
| Participation rate | 39.5% | 33.6%+5.9pp | 67.0%-27.6pp | 71.3%-31.8pp |
| Annual return | 19.35% | 36.74%-17.4pp | 937.61%-918.3pp | 22.88%-3.5pp |
| Employer contribution / active EE | $347 | $776-55.3% | $2,724-87.3% | $3,239-89.3% |
| Participant deferral / active EE | $2,258 | $1,942+16.3% | $4,444-49.2% | $5,455-58.6% |
| Admin fee / account holder | $62 | $115-46.1% | $5,384-98.8% | $74-16.2% |