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 INC2 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $32,500 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,049 |
FLEXPATH STRATEGIES, LLC3 years Service code 26 · EIN 46-4782313 | Advisory (Participants) | $7,498 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,520 | $63,433+38.0% | $63,803+37.2% | $64,097+36.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 55.2%+44.8pp |
| Annual return | 14.76% | 20.74%-6.0pp | 543.72%-529.0pp | 34.64%-19.9pp |
| Employer contribution / active EE | $3,331 | $2,332+42.8% | $2,532+31.5% | $1,891+76.1% |
| Participant deferral / active EE | $3,513 | $3,119+12.7% | $3,843-8.6% | $3,080+14.1% |
| Admin fee / account holder | $172 | $1,489-88.4% | $5,196-96.7% | $3,454-95.0% |