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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 | $69,774+61.5% | $67,561+66.8% | $74,429+51.4% |
| Participation rate | 97.3% | 71.4%+26.0pp | 72.9%+24.4pp | 67.2%+30.1pp |
| Annual return | 14.90% | -40.53%+55.4pp | 3525.44%-3510.5pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $4,603 | $2,710+69.8% | $2,735+68.3% | $2,625+75.4% |
| Participant deferral / active EE | $5,997 | $3,636+64.9% | $4,003+49.8% | $4,348+37.9% |
| Admin fee / account holder | $176 | $890-80.3% | $4,006-95.6% | $1,944-91.0% |