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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $34,347 |
TIAA4 years Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $3,338 |
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 | $60,325 | $54,237+11.2% | $90,300-33.2% | $67,579-10.7% |
| Participation rate | 97.0% | 68.6%+28.4pp | 73.3%+23.7pp | 71.3%+25.7pp |
| Annual return | 20.82% | 37.27%-16.5pp | 78.11%-57.3pp | 378.56%-357.7pp |
| Employer contribution / active EE | $2,384 | $1,846+29.2% | $2,854-16.5% | $2,148+11.0% |
| Participant deferral / active EE | $3,759 | $2,625+43.2% | $3,884-3.2% | $3,539+6.2% |
| Admin fee / account holder | $102 | $123-17.4% | $5,353-98.1% | $142-28.4% |