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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $17,043 |
MILLER KAPLAN ARASE LLP1 year Service code 49 · EIN 95-2036255 | Other Services | $6,100 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,559 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,673 | $47,944+103.7% | $67,834+44.0% | $62,881+55.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 8.32% | 11.77%-3.4pp | 138.47%-130.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,096 | $1,562+98.2% | $2,403+28.8% | $2,281+35.7% |
| Participant deferral / active EE | $7,887 | $2,247+251.1% | $3,160+149.6% | $3,203+146.3% |
| Admin fee / account holder | $143 | $3,712-96.2% | $4,622-96.9% | $4,296-96.7% |