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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $30,867 |
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,689 | $69,708+61.7% | $67,560+66.8% | $74,478+51.3% |
| Participation rate | 97.3% | 71.4%+25.9pp | 72.9%+24.4pp | 67.2%+30.1pp |
| Annual return | 14.90% | -40.67%+55.6pp | 3533.50%-3518.6pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $4,603 | $2,715+69.6% | $2,737+68.2% | $2,626+75.3% |
| Participant deferral / active EE | $5,997 | $3,637+64.9% | $4,004+49.8% | $4,350+37.9% |
| Admin fee / account holder | $176 | $887-80.2% | $3,994-95.6% | $1,946-91.0% |