Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA11+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,642 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $8,759 |
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 | $120,304 | $64,705+85.9% | $62,929+91.2% | $67,986+77.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 11.87% | 20.31%-8.4pp | 1063.93%-1052.1pp | 31.67%-19.8pp |
| Employer contribution / active EE | $5,720 | $2,376+140.8% | $2,505+128.4% | $2,019+183.4% |
| Participant deferral / active EE | $10,069 | $3,198+214.9% | $3,888+159.0% | $3,358+199.9% |
| Admin fee / account holder | $110 | $1,428-92.3% | $5,065-97.8% | $3,203-96.6% |