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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $353,695 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $121,096 |
BAKER TILLY US, LLP1 year Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $15,816 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 38 · EIN 04-1590850 | Participant Communication | $7,343 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,031 | $94,339-57.6% | $75,501-47.0% | $177,276-77.4% |
| Participation rate | 58.7% | 80.3%-21.6pp | 72.4%-13.7pp | 74.8%-16.2pp |
| Annual return | 13.83% | 18.58%-4.8pp | 27.35%-13.5pp | 21.25%-7.4pp |
| Employer contribution / active EE | $995 | $2,982-66.6% | $2,352-57.7% | $2,479-59.9% |
| Participant deferral / active EE | $1,667 | $3,974-58.0% | $3,142-46.9% | $3,881-57.0% |
| Admin fee / account holder | $102 | $53+92.8% | $5,801-98.2% | $154-33.8% |