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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 50 · EIN 13-1624203 | Direct Payment | $55,389 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 16 · EIN 33-0905143 | Consulting | $9,020 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 50 · EIN 04-2647786 | Direct Payment | $180 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,323 | $91,680+24.7% | $67,524+69.3% | $77,692+47.1% |
| Participation rate | 96.2% | 76.0%+20.2pp | 72.9%+23.3pp | 70.6%+25.6pp |
| Annual return | 13.33% | 14.87%-1.5pp | 3519.41%-3506.1pp | 31.25%-17.9pp |
| Employer contribution / active EE | $1,627 | $3,186-48.9% | $2,734-40.5% | $2,726-40.3% |
| Participant deferral / active EE | $3,534 | $3,909-9.6% | $4,001-11.7% | $4,648-24.0% |
| Admin fee / account holder | $13 | $176-92.8% | $4,001-99.7% | $431-97.1% |