Filed May 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,155 |
Service code 27 · EIN 92-2678185 | Advisory (Plan) | $11,219 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,272 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,968 | $76,050+3.8% | $96,544-18.2% | $71,457+10.5% |
| Participation rate | 87.4% | 74.4%+13.0pp | 76.0%+11.4pp | 67.9%+19.4pp |
| Annual return | 15.65% | 22.81%-7.2pp | 25.84%-10.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $3,724 | $2,244+65.9% | $2,965+25.6% | $2,588+43.9% |
| Participant deferral / active EE | $7,837 | $4,215+85.9% | $4,851+61.6% | $4,289+82.7% |
| Admin fee / account holder | $240 | $2,707-91.1% | $8,252-97.1% | $1,587-84.9% |