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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT INC. Service code 28 · EIN 33-0905143 | Investment Management | $26,301 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,862 |
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 | $84,565 | $48,284+75.1% | $67,524+25.2% | $80,911+4.5% |
| Participation rate | 95.1% | 66.4%+28.7pp | 72.9%+22.2pp | 67.6%+27.4pp |
| Annual return | 13.50% | 18.27%-4.8pp | 3519.41%-3505.9pp | 35.63%-22.1pp |
| Employer contribution / active EE | $3,470 | $2,021+71.7% | $2,734+26.9% | $2,756+25.9% |
| Participant deferral / active EE | $8,097 | $2,927+176.7% | $4,001+102.3% | $4,297+88.4% |
| Admin fee / account holder | $202 | $3,688-94.5% | $4,001-94.9% | $6,935-97.1% |