Filed May 4, 2011
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) | $20,319 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $13,800 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,164 | $27,687+16.2% | $73,550-56.3% | $177,276-81.9% |
| Participation rate | 8.6% | 34.9%-26.2pp | 54.9%-46.3pp | 74.8%-66.2pp |
| Annual return | 14.95% | 16.77%-1.8pp | -15.16%+30.1pp | 21.25%-6.3pp |
| Employer contribution / active EE | $0 | $291-100.0% | $1,219-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $198 | $778-74.6% | $1,804-89.0% | $3,881-94.9% |
| Admin fee / account holder | $48 | $59-18.6% | $2,320-97.9% | $154-68.6% |