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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 | $50,820+26.6% | $155,567-58.7% | $77,671-17.2% |
| Participation rate | 96.9% | 63.1%+33.7pp | 78.2%+18.7pp | 70.6%+26.3pp |
| Annual return | 11.88% | 34.85%-23.0pp | 64.74%-52.9pp | 31.21%-19.3pp |
| Employer contribution / active EE | $113 | $1,993-94.3% | $4,674-97.6% | $2,726-95.9% |
| Participant deferral / active EE | $3,821 | $2,823+35.3% | $5,628-32.1% | $4,648-17.8% |
| Admin fee / account holder | $147 | $436-66.2% | $15,916-99.1% | $430-65.7% |