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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $13,666 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 120 VANTIS DRIVE, SUITE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $8,307 |
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 | $85,340 | $45,079+89.3% | $69,461+22.9% | $72,983+16.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.95% | 22.65%-1.7pp | 28.97%-8.0pp | 81.01%-60.1pp |
| Employer contribution / active EE | $4,465 | $2,055+117.3% | $2,779+60.6% | $2,440+83.0% |
| Participant deferral / active EE | $3,712 | $2,603+42.6% | $3,536+5.0% | $3,608+2.9% |
| Admin fee / account holder | $121 | $3,056-96.1% | $3,840-96.9% | $5,124-97.6% |