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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 | $63,433+62.0% | $63,803+61.0% | $64,097+60.3% |
| Participation rate | 89.0% | 65.0%+23.9pp | 72.7%+16.2pp | 55.2%+33.8pp |
| Annual return | 21.63% | 20.74%+0.9pp | 543.72%-522.1pp | 34.64%-13.0pp |
| Employer contribution / active EE | $3,076 | $2,332+31.9% | $2,532+21.5% | $1,891+62.6% |
| Participant deferral / active EE | $4,183 | $3,119+34.1% | $3,843+8.8% | $3,080+35.8% |
| Admin fee / account holder | $192 | $1,489-87.1% | $5,196-96.3% | $3,454-94.4% |