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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $69,074 |
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $12,866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,092 | $64,705+150.5% | $62,929+157.6% | $67,986+138.4% |
| Participation rate | 93.0% | 65.6%+27.4pp | 73.1%+19.9pp | 57.2%+35.8pp |
| Annual return | 12.45% | 20.31%-7.9pp | 1063.93%-1051.5pp | 31.67%-19.2pp |
| Employer contribution / active EE | $4,953 | $2,376+108.5% | $2,505+97.8% | $2,019+145.4% |
| Participant deferral / active EE | $8,564 | $3,198+167.8% | $3,888+120.3% | $3,358+155.0% |
| Admin fee / account holder | $373 | $1,428-73.8% | $5,065-92.6% | $3,203-88.3% |