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 |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $39,948 |
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $15,069 |
FLEXPATH STRATEGIES, LLC1 year Service code 27 · EIN 46-4782313 | Advisory (Plan) | $8,360 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,952 | $91,621-31.3% | $67,511-6.8% | $77,671-18.9% |
| Participation rate | 96.4% | 76.0%+20.5pp | 72.9%+23.6pp | 70.6%+25.9pp |
| Annual return | 12.29% | 14.87%-2.6pp | 3517.41%-3505.1pp | 31.21%-18.9pp |
| Employer contribution / active EE | $1,895 | $3,184-40.5% | $2,733-30.7% | $2,726-30.5% |
| Participant deferral / active EE | $2,418 | $3,906-38.1% | $4,000-39.6% | $4,648-48.0% |
| Admin fee / account holder | $145 | $176-17.9% | $3,999-96.4% | $430-66.4% |