Filed May 20, 2016
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 28 · EIN 33-0905143 | Investment Management | $47,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 28 · EIN 35-2552359 | Investment Management | $11,750 |
LUMSDEN & MCCORMICK LLP1 year Filed as: LUMSDEN & MCCORMICK, LLP Service code 10 · EIN 16-0765486 | Accounting | $10,600 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,061 |
PHILLIPS LYTLE LLP3+ years Service code 28 · EIN 16-0505790 | Investment Management | $9,855 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,664 | $70,083+135.0% | $59,883+175.0% | $55,725+195.5% |
| Participation rate | 98.1% | 78.4%+19.7pp | 74.7%+23.4pp | 70.9%+27.2pp |
| Annual return | 8.41% | 3.13%+5.3pp | 3.46%+4.9pp | 244.93%-236.5pp |
| Employer contribution / active EE | $2,531 | $2,878-12.1% | $2,722-7.0% | $2,078+21.8% |
| Participant deferral / active EE | $4,734 | $3,079+53.8% | $3,402+39.2% | $3,356+41.1% |
| Admin fee / account holder | $66 | $70-6.0% | $3,591-98.2% | $115-42.6% |