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| 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 | $65,084+84.8% | $67,681+77.8% | $64,340+87.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 11.87% | 20.50%-8.6pp | 590.58%-578.7pp | 24.14%-12.3pp |
| Employer contribution / active EE | $5,720 | $2,398+138.5% | $2,678+113.6% | $1,862+207.3% |
| Participant deferral / active EE | $10,069 | $3,210+213.6% | $3,976+153.3% | $2,980+237.9% |
| Admin fee / account holder | $110 | $1,415-92.2% | $6,100-98.2% | $3,703-97.0% |