Filed June 11, 1999
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 52 · EIN 04-1590850 | Indirect Investment Fees | $271,016 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 53 · EIN 74-2470431 | Insurance Commissions | $51,709 |
401K ADVISORS INC1+ years Filed as: 401K ADVISORS Service code 49 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Other Services | $16,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,164 | $67,505-55.3% | $63,244-52.3% | $67,505-55.3% |
| Participation rate | 62.9% | 71.2%-8.3pp | 71.0%-8.2pp | 71.2%-8.3pp |
| Annual return | 1.10% | 6.52%-5.4pp | -70.31%+71.4pp | 6.52%-5.4pp |
| Employer contribution / active EE | $998 | $2,173-54.0% | $2,322-57.0% | $2,173-54.0% |
| Participant deferral / active EE | $1,584 | $3,597-56.0% | $2,953-46.4% | $3,597-56.0% |
| Admin fee / account holder | $56 | $56-0.6% | $5,893-99.1% | $56-0.6% |