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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $37,500 |
TIAA2 years Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $958 |
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 | $69,128 | $46,100+50.0% | $86,582-20.2% | $69,631-0.7% |
| Participation rate | 94.5% | 67.2%+27.3pp | 73.5%+20.9pp | 70.7%+23.8pp |
| Annual return | 16.91% | 21.02%-4.1pp | 965.08%-948.2pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $3,132 | $1,850+69.3% | $2,839+10.3% | $2,032+54.1% |
| Participant deferral / active EE | $4,144 | $2,432+70.4% | $3,609+14.8% | $3,224+28.5% |
| Admin fee / account holder | $39 | $94-58.3% | $4,904-99.2% | $110-64.6% |