Filed December 12, 1995
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 INC10+ years Filed as: NFP RETIREMENT, INC. Service code 28 · EIN 33-0905143 | Investment Management | $60,000 |
Service code 10 · EIN 95-4345526 | Accounting | $18,200 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,357 |
QUARLES & BRADY LLP1 year Service code 29 · EIN 39-0432630 | Legal | $8,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,590 | $113,568-48.4% | $67,560-13.3% | $200,096-70.7% |
| Participation rate | 60.8% | 73.3%-12.6pp | 72.9%-12.2pp | 72.0%-11.2pp |
| Annual return | 13.79% | 15.88%-2.1pp | 3533.50%-3519.7pp | 34.26%-20.5pp |
| Employer contribution / active EE | $2,271 | $3,409-33.4% | $2,737-17.0% | $3,038-25.2% |
| Participant deferral / active EE | $1,964 | $4,163-52.8% | $4,004-51.0% | $5,090-61.4% |
| Admin fee / account holder | $24 | $102-76.9% | $3,994-99.4% | $269-91.2% |