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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $34,072 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $14,238 |
CAPIN CROUSE LLP1 year Service code 10 · EIN 36-3990892 | Accounting | $5,950 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,751 | $64,705+58.8% | $62,929+63.3% | $67,986+51.1% |
| Participation rate | 89.0% | 65.6%+23.4pp | 73.1%+15.8pp | 57.2%+31.7pp |
| Annual return | 21.63% | 20.31%+1.3pp | 1063.93%-1042.3pp | 31.67%-10.0pp |
| Employer contribution / active EE | $3,076 | $2,376+29.5% | $2,505+22.8% | $2,019+52.4% |
| Participant deferral / active EE | $4,183 | $3,198+30.8% | $3,888+7.6% | $3,358+24.6% |
| Admin fee / account holder | $192 | $1,428-86.5% | $5,065-96.2% | $3,203-94.0% |