Filed January 17, 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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 68-0348235 | Contract Administrator | $16,975 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $14,978 |
PENSYS FIDUCIARY SERVICES3 years Service code 14 · EIN 46-3943208 | Plan Administrator | $4,131 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 51 · EIN 74-1625348 | Investment Mgmt Fees | $3,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,228 | $52,293-72.8% | $178,490-92.0% | $73,409-80.6% |
| Participation rate | 54.4% | 65.3%-10.9pp | 81.9%-27.5pp | 72.2%-17.8pp |
| Annual return | 14.41% | 34.75%-20.3pp | 151.07%-136.7pp | 59.29%-44.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $762 | $2,332-67.3% | $5,202-85.3% | $3,805-80.0% |
| Admin fee / account holder | $70 | $127-44.6% | $13,984-99.5% | $158-55.4% |