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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,868 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 120 VANTIS DRIVE, SUITE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $6,552 |
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 | $80,735 | $43,338+86.3% | $59,887+34.8% | $64,173+25.8% |
| Participation rate | 98.9% | 69.2%+29.7pp | 74.7%+24.2pp | 69.6%+29.3pp |
| Annual return | -3.71% | -1.55%-2.2pp | 3.46%-7.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,589 | $2,030+76.8% | $2,722+31.8% | $2,381+50.8% |
| Participant deferral / active EE | $4,859 | $2,547+90.7% | $3,402+42.8% | $3,470+40.0% |
| Admin fee / account holder | $73 | $3,007-97.6% | $3,591-98.0% | $4,887-98.5% |