Filed July 18, 2014 (most recent of 4 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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $22,646 |
QBI, LLC3+ years Service code 16 · EIN 27-2768667 | Consulting | $19,180 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $7,500 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $15,969 | $92,091-82.7% | $63,018-74.7% | $77,958-79.5% |
| Participation rate | 46.6% | 74.5%-27.9pp | 74.8%-28.2pp | 71.6%-25.1pp |
| Annual return | 17.42% | 16.23%+1.2pp | 87.62%-70.2pp | 20.87%-3.4pp |
| Employer contribution / active EE | $704 | $3,424-79.4% | $2,761-74.5% | $2,310-69.5% |
| Participant deferral / active EE | $2,385 | $3,361-29.0% | $3,330-28.4% | $3,537-32.6% |
| Admin fee / account holder | $31 | $48-34.5% | $3,601-99.1% | $97-67.8% |