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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $23,890 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $2,069 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,486 | $48,314+52.1% | $67,561+8.8% | $80,925-9.2% |
| Participation rate | 96.9% | 66.4%+30.5pp | 72.9%+24.0pp | 67.7%+29.2pp |
| Annual return | 11.95% | 18.28%-6.3pp | 3525.44%-3513.5pp | 35.65%-23.7pp |
| Employer contribution / active EE | $4,500 | $2,022+122.6% | $2,735+64.6% | $2,756+63.3% |
| Participant deferral / active EE | $6,781 | $2,927+131.7% | $4,003+69.4% | $4,299+57.7% |
| Admin fee / account holder | $111 | $3,690-97.0% | $4,006-97.2% | $6,940-98.4% |