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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $19,263 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $18,750 |
FLEXPATH STRATEGIES, LLC2 years Service code 26 · EIN 46-4782313 | Advisory (Participants) | $8,284 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,913 | $69,708+10.3% | $67,560+13.8% | $74,478+3.3% |
| Participation rate | 99.3% | 71.4%+27.9pp | 72.9%+26.4pp | 67.2%+32.1pp |
| Annual return | 12.63% | -40.67%+53.3pp | 3533.50%-3520.9pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $3,432 | $2,715+26.4% | $2,737+25.4% | $2,626+30.7% |
| Participant deferral / active EE | $3,808 | $3,637+4.7% | $4,004-4.9% | $4,350-12.5% |
| Admin fee / account holder | $122 | $887-86.2% | $3,994-96.9% | $1,946-93.7% |