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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 | $65,072+84.9% | $66,439+81.1% | $65,306+84.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.5%+25.5pp | 57.7%+42.3pp |
| Annual return | 11.87% | 21.50%-9.6pp | 757.66%-745.8pp | 21.94%-10.1pp |
| Employer contribution / active EE | $5,720 | $2,475+131.1% | $2,637+116.9% | $1,967+190.8% |
| Participant deferral / active EE | $10,069 | $3,234+211.3% | $3,876+159.8% | $2,959+240.3% |
| Admin fee / account holder | $110 | $1,323-91.7% | $6,173-98.2% | $3,480-96.8% |