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 49 · EIN 04-1590850 | Other Services | $670,598 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $162,131 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,228 | $225,489-76.8% | $81,726-36.1% | $93,223-44.0% |
| Participation rate | 59.6% | 80.7%-21.1pp | 72.0%-12.5pp | 74.9%-15.3pp |
| Annual return | 14.17% | 14.44%-0.3pp | 29.49%-15.3pp | 19.29%-5.1pp |
| Employer contribution / active EE | $1,157 | $3,151-63.3% | $4,311-73.2% | $2,680-56.8% |
| Participant deferral / active EE | $2,012 | $4,408-54.4% | $7,108-71.7% | $4,563-55.9% |
| Admin fee / account holder | $158 | $185-14.4% | $5,160-96.9% | $79+99.8% |