Filed August 10, 2018 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $35,749 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $12,958 |
Annual investment return 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 | $42,523 | $51,736-17.8% | $120,225-64.6% | $67,986-37.5% |
| Participation rate | 83.4% | 46.1%+37.4pp | 69.6%+13.9pp | 57.2%+26.2pp |
| Annual return | 11.10% | 31.98%-20.9pp | 439.23%-428.1pp | 31.67%-20.6pp |
| Employer contribution / active EE | $2,249 | $1,071+109.9% | $3,475-35.3% | $2,019+11.4% |
| Participant deferral / active EE | $3,060 | $2,206+38.7% | $3,999-23.5% | $3,358-8.9% |
| Admin fee / account holder | $168 | $4,159-96.0% | $5,696-97.1% | $3,203-94.8% |