Filed May 6, 2012
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 |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,623 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $21,313 |
QBI, LLC3 years Service code 15 · EIN 26-2768667 | Recordkeeping | $14,299 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 | Insurance Broker | $0 |
Employer 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.
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 | $5,594 | $35,485-84.2% | $74,551-92.5% | $55,725-90.0% |
| Participation rate | 84.8% | 62.5%+22.3pp | 69.1%+15.7pp | 70.9%+13.9pp |
| Annual return | -7.63% | 0.72%-8.4pp | 32.53%-40.2pp | 244.93%-252.6pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,315 | $2,181-39.7% | $3,108-57.7% | $3,356-60.8% |
| Admin fee / account holder | $95 | $114-16.9% | $5,059-98.1% | $115-17.5% |