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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 | $91,695+24.7% | $67,575+69.2% | $77,736+47.1% |
| Participation rate | 96.2% | 76.0%+20.1pp | 72.9%+23.3pp | 70.6%+25.6pp |
| Annual return | 13.33% | 14.88%-1.5pp | 3528.98%-3515.6pp | 31.26%-17.9pp |
| Employer contribution / active EE | $1,627 | $3,189-49.0% | $2,736-40.5% | $2,728-40.3% |
| Participant deferral / active EE | $3,534 | $3,912-9.7% | $4,003-11.7% | $4,651-24.0% |
| Admin fee / account holder | $13 | $245-94.8% | $3,993-99.7% | $433-97.1% |