Filed August 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $56,933 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $20,526 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,232 | $54,320-9.4% | $67,652-27.2% | $52,331-5.9% |
| Participation rate | 75.7% | 73.6%+2.1pp | 75.7%0pp | 68.1%+7.6pp |
| Annual return | 1.39% | 6.81%-5.4pp | 6625.04%-6623.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $881 | $1,544-42.9% | $2,266-61.1% | $1,882-53.2% |
| Participant deferral / active EE | $3,569 | $2,950+21.0% | $3,560+0.3% | $3,022+18.1% |
| Admin fee / account holder | $344 | $527-34.6% | $4,821-92.9% | $592-41.8% |