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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $58,792 |
NFP RETIREMENT INC2 years Filed as: NFP Service code 99 · EIN 33-0905143 | Other Fees | $36,325 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $108 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,044 | $69,774+42.0% | $67,575+46.6% | $74,459+33.0% |
| Participation rate | 99.2% | 71.4%+27.8pp | 72.9%+26.3pp | 67.2%+31.9pp |
| Annual return | 13.31% | -40.53%+53.8pp | 3528.98%-3515.7pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $3,287 | $2,710+21.3% | $2,736+20.2% | $2,626+25.2% |
| Participant deferral / active EE | $4,842 | $3,636+33.2% | $4,003+20.9% | $4,350+11.3% |
| Admin fee / account holder | $264 | $890-70.3% | $3,993-93.4% | $1,945-86.4% |