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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,000 |
TIAA3 years Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $1,962 |
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 | $55,268 | $43,999+25.6% | $79,466-30.5% | $55,725-0.8% |
| Participation rate | 96.2% | 66.9%+29.2pp | 73.3%+22.8pp | 70.9%+25.3pp |
| Annual return | -4.37% | 1.81%-6.2pp | 718.28%-722.7pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,428 | $1,830+32.7% | $2,800-13.3% | $2,078+16.8% |
| Participant deferral / active EE | $4,003 | $2,538+57.7% | $3,704+8.1% | $3,356+19.3% |
| Admin fee / account holder | $39 | $118-66.9% | $5,104-99.2% | $115-66.2% |