Filed November 9, 2005
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Sales lo... | $104,350 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC Service code 16 · EIN 33-0905143 | Consulting | $60,795 |
FINANCIAL MANAGEMENT NETWORK6+ years Filed as: FINANCIAL MANAGEMENT NETWORK, INC. Service code 16 · EIN 33-0490707 | Consulting | $60,267 |
BKD, LLP2 years Filed as: BKD ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $7,904 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,124 | $56,095-10.6% | $178,499-71.9% | $90,274-44.5% |
| Participation rate | 54.4% | 65.6%-11.1pp | 81.9%-27.5pp | 73.4%-18.9pp |
| Annual return | 13.82% | 28.81%-15.0pp | 151.10%-137.3pp | 53.97%-40.2pp |
| Employer contribution / active EE | $1,725 | $1,572+9.7% | $5,011-65.6% | $2,523-31.6% |
| Participant deferral / active EE | $3,300 | $2,669+23.6% | $5,202-36.6% | $4,231-22.0% |
| Admin fee / account holder | $120 | $101+18.9% | $13,986-99.1% | $114+5.0% |