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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,751 | $65,084+57.9% | $67,681+51.8% | $64,340+59.7% |
| Participation rate | 89.0% | 66.7%+22.2pp | 73.7%+15.2pp | 55.2%+33.7pp |
| Annual return | 21.63% | 20.50%+1.1pp | 590.58%-569.0pp | 24.14%-2.5pp |
| Employer contribution / active EE | $3,076 | $2,398+28.3% | $2,678+14.9% | $1,862+65.3% |
| Participant deferral / active EE | $4,183 | $3,210+30.3% | $3,976+5.2% | $2,980+40.4% |
| Admin fee / account holder | $192 | $1,415-86.4% | $6,100-96.8% | $3,703-94.8% |