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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $47,109 |
TIAA5 years Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $25,563 |
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 | $75,275 | $52,722+42.8% | $90,440-16.8% | $73,412+2.5% |
| Participation rate | 96.2% | 67.7%+28.5pp | 72.7%+23.5pp | 72.2%+24.0pp |
| Annual return | 15.50% | 20.70%-5.2pp | 1294.38%-1278.9pp | 59.30%-43.8pp |
| Employer contribution / active EE | $2,695 | $1,872+44.0% | $3,263-17.4% | $2,234+20.7% |
| Participant deferral / active EE | $4,376 | $2,810+55.7% | $3,964+10.4% | $3,806+15.0% |
| Admin fee / account holder | $108 | $117-7.4% | $5,615-98.1% | $158-31.5% |