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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $70,024 |
Service code 10 · EIN 54-1896113 | Accounting | $16,500 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 16 · EIN 33-0905143 | Consulting | $9,425 |
AXA EQUITABLE LIFE INSURANCE CO10+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $1,037 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,322 | $50,902+26.4% | $155,534-58.6% | $77,736-17.3% |
| Participation rate | 96.9% | 63.1%+33.8pp | 78.2%+18.6pp | 70.6%+26.3pp |
| Annual return | 11.88% | 34.85%-23.0pp | 64.92%-53.0pp | 31.26%-19.4pp |
| Employer contribution / active EE | $113 | $1,991-94.3% | $4,675-97.6% | $2,728-95.9% |
| Participant deferral / active EE | $3,821 | $2,824+35.3% | $5,630-32.1% | $4,651-17.8% |
| Admin fee / account holder | $147 | $437-66.3% | $15,900-99.1% | $433-66.0% |