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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 120 VANTIS DRIVE · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $42,277 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 P.O. BOX 7398 · MADISON, WI 537077398 | Accounting | $7,210 |
TIAA6+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $5,677 |
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 | $77,979 | $84,948-8.2% | $70,462+10.7% | $73,412+6.2% |
| Participation rate | 95.8% | 79.9%+15.9pp | 75.1%+20.7pp | 72.2%+23.6pp |
| Annual return | 13.88% | 13.39%+0.5pp | 109.08%-95.2pp | 59.30%-45.4pp |
| Employer contribution / active EE | $2,251 | $2,834-20.6% | $2,737-17.8% | $2,234+0.8% |
| Participant deferral / active EE | $3,545 | $3,387+4.7% | $3,710-4.4% | $3,806-6.9% |
| Admin fee / account holder | $90 | $98-8.3% | $3,845-97.7% | $158-43.0% |