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 36 · EIN 04-1590850 | Sub-transfer agency fees; Recordkeepi... | $301,070 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $37,270 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $24,476 |
Filed as: MASSMUTUAL Service code 38 · EIN 04-1590850 | Participant Communication | $18,662 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 53 · EIN 74-2470431 | Insurance Commissions | $16,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $33,937 | $92,488-63.3% | $69,779-51.4% | $65,292-48.0% |
| Participation rate | 61.1% | 81.7%-20.6pp | 71.8%-10.7pp | 72.4%-11.3pp |
| Annual return | 6.41% | 20.13%-13.7pp | 12.99%-6.6pp | 11.84%-5.4pp |
| Employer contribution / active EE | $964 | $3,198-69.9% | $2,338-58.8% | $2,302-58.1% |
| Participant deferral / active EE | $1,608 | $4,112-60.9% | $2,931-45.1% | $3,579-55.1% |
| Admin fee / account holder | $74 | $58+27.2% | $4,381-98.3% | $57+29.6% |