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 |
|---|---|---|
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 | $69,745+61.6% | $67,511+66.9% | $74,546+51.2% |
| Participation rate | 97.3% | 71.3%+26.0pp | 72.9%+24.4pp | 67.2%+30.1pp |
| Annual return | 14.90% | -40.37%+55.3pp | 3517.41%-3502.5pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $4,603 | $2,705+70.2% | $2,733+68.5% | $2,624+75.4% |
| Participant deferral / active EE | $5,997 | $3,636+64.9% | $4,000+49.9% | $4,347+37.9% |
| Admin fee / account holder | $176 | $894-80.4% | $3,999-95.6% | $1,944-91.0% |