Filed January 11, 1
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 INC3+ years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $85,957 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $28,146 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $15,859 |
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: CITY NATIONAL BANK Service code 19 · EIN 95-1780067 | Securities Custodian | $13,695 |
Filed as: UBS FINANCIAL SERVICES, INC Service code 19 · EIN 13-2638166 | Securities Custodian | $5,780 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Custo... | $1,661 |
MATRIX TRUST COMPANY1 year Service code 62 | Float revenue; Soft dollars commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $91,685 | $45,324+102.3% | $122,354-25.1% | $69,631+31.7% |
| Participation rate | 54.3% | 59.9%-5.7pp | 71.6%-17.4pp | 70.7%-16.4pp |
| Annual return | 17.93% | 25.35%-7.4pp | 30.28%-12.3pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $642 | $1,230-47.8% | $4,051-84.2% | $2,032-68.4% |
| Participant deferral / active EE | $5,160 | $2,367+118.0% | $3,287+57.0% | $3,224+60.1% |
| Admin fee / account holder | $282 | $87+224.5% | $5,479-94.8% | $110+155.7% |