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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 10 · EIN 33-0905143 | Accounting | $32,312 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $5,745 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,048 | $83,884-33.2% | $64,101-12.6% | $74,460-24.7% |
| Participation rate | 96.9% | 76.6%+20.3pp | 72.3%+24.6pp | 70.7%+26.2pp |
| Annual return | 15.15% | 16.57%-1.4pp | 33.72%-18.6pp | 34.38%-19.2pp |
| Employer contribution / active EE | $1,949 | $3,084-36.8% | $2,749-29.1% | $2,638-26.1% |
| Participant deferral / active EE | $2,348 | $3,692-36.4% | $3,881-39.5% | $4,530-48.2% |
| Admin fee / account holder | $94 | $196-51.9% | $3,070-96.9% | $348-72.9% |