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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $41,981 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $5,892 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,673 | $69,774+25.7% | $67,561+29.8% | $74,429+17.8% |
| Participation rate | 89.8% | 71.4%+18.4pp | 72.9%+16.9pp | 67.2%+22.6pp |
| Annual return | 11.50% | -40.53%+52.0pp | 3525.44%-3513.9pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $2,872 | $2,710+6.0% | $2,735+5.0% | $2,625+9.4% |
| Participant deferral / active EE | $3,722 | $3,636+2.3% | $4,003-7.0% | $4,348-14.4% |
| Admin fee / account holder | $174 | $890-80.5% | $4,006-95.7% | $1,944-91.1% |