Filed September 26, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $61,575 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $378 |
ASCENSUS LLC1 year Filed as: QBI, AN ASCENSUS COMPANY Service code 15 · EIN 26-2768667 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $17,920 | $47,648-62.4% | $130,660-86.3% | $67,579-73.5% |
| Participation rate | 80.1% | 60.4%+19.6pp | 71.7%+8.3pp | 71.3%+8.8pp |
| Annual return | 21.43% | 25.73%-4.3pp | 1709.29%-1687.9pp | 378.56%-357.1pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,787 | $2,616+44.8% | $3,603+5.1% | $3,539+7.0% |
| Admin fee / account holder | $76 | $105-27.3% | $5,463-98.6% | $142-46.3% |