Filed December 1, 2022 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 55 · EIN 74-2794194 | Other Commissions | $28,986 |
UHY LLP1+ years Service code 10 · EIN 20-0694403 | Accounting | $11,750 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,955 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
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 | $87,102 | $38,925+123.8% | $73,845+18.0% | $55,191+57.8% |
| Participation rate | 87.5% | 66.0%+21.5pp | 73.4%+14.1pp | 69.2%+18.4pp |
| Annual return | 1.17% | 6.31%-5.1pp | 2267.91%-2266.7pp | 10.78%-9.6pp |
| Employer contribution / active EE | $3,067 | $1,695+81.0% | $2,788+10.0% | $1,899+61.5% |
| Participant deferral / active EE | $4,932 | $2,351+109.8% | $3,583+37.6% | $3,046+61.9% |
| Admin fee / account holder | $37 | $83-55.8% | $4,881-99.2% | $91-59.7% |