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 INC5+ years Filed as: NFP RETIREMENT, INC. Service code 28 · EIN 33-0905143 | Investment Management | $30,000 |
TIAA5+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $4,263 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,576 | $204,517-77.2% | $69,455-32.9% | $77,787-40.1% |
| Participation rate | 87.6% | 74.6%+13.0pp | 74.6%+13.0pp | 73.2%+14.4pp |
| Annual return | 18.68% | 22.10%-3.4pp | 28.97%-10.3pp | 32.57%-13.9pp |
| Employer contribution / active EE | $3,816 | $3,548+7.6% | $2,779+37.3% | $2,504+52.4% |
| Participant deferral / active EE | $1,466 | $3,478-57.9% | $3,535-58.5% | $3,967-63.0% |
| Admin fee / account holder | $8 | $101-91.9% | $3,839-99.8% | $100-91.9% |