Filed January 3, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $201,152 |
NFP RETIREMENT INC9+ years Filed as: NFP RETIREMENT INC. Service code 28 · EIN 33-0905143 | Investment Management | $190,336 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,070 | $50,169+9.8% | $149,740-63.2% | $80,187-31.3% |
| Participation rate | 58.6% | 64.3%-5.7pp | 78.8%-20.2pp | 72.9%-14.4pp |
| Annual return | 19.54% | 29.82%-10.3pp | 134.51%-115.0pp | 40.40%-20.9pp |
| Employer contribution / active EE | $1,721 | $1,869-7.9% | $4,821-64.3% | $2,980-42.2% |
| Participant deferral / active EE | $3,589 | $3,194+12.3% | $5,683-36.9% | $5,016-28.5% |
| Admin fee / account holder | $107 | $153-29.8% | $13,222-99.2% | $145-26.0% |