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 SECURITIES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $13,410 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,031 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $780 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,594 | $46,732-8.9% | $156,551-72.8% | $55,167-22.8% |
| Participation rate | 74.1% | 65.8%+8.3pp | 84.0%-10.0pp | 69.0%+5.1pp |
| Annual return | 9.28% | 17.72%-8.4pp | 32.23%-22.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $2,092 | $2,105-0.6% | $5,501-62.0% | $1,963+6.6% |
| Participant deferral / active EE | $3,273 | $2,204+48.5% | $4,871-32.8% | $3,054+7.1% |
| Admin fee / account holder | $69 | $418-83.4% | $13,028-99.5% | $504-86.2% |