Filed January 13, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $288,272 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $120,893 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $16,248 |
REILLY, PENNER & BENTON LLP6 years Filed as: REILLY FINANCIAL ADVISORS, LLC Service code 28 · EIN 33-0775174 | Investment Management | $7,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,306 | $95,388-10.6% | $125,339-31.9% | $77,904+9.5% |
| Participation rate | 81.5% | 78.6%+2.9pp | 82.4%-0.9pp | 73.7%+7.8pp |
| Annual return | -11.87% | 116.19%-128.1pp | 572.05%-583.9pp | 12.21%-24.1pp |
| Employer contribution / active EE | $7,263 | $3,666+98.1% | $4,814+50.9% | $2,848+155.0% |
| Participant deferral / active EE | $6,665 | $7,711-13.6% | $7,446-10.5% | $4,806+38.7% |
| Admin fee / account holder | $180 | $119+51.9% | $10,010-98.2% | $133+36.2% |