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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $15,764 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 120 VANTIS DRIVE, SUITE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $12,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,345 | $49,249+85.5% | $70,476+29.6% | $79,852+14.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.36% | 30.09%-17.7pp | 109.12%-96.8pp | 31.72%-19.4pp |
| Employer contribution / active EE | $3,892 | $2,100+85.3% | $2,738+42.2% | $2,471+57.5% |
| Participant deferral / active EE | $4,479 | $2,769+61.8% | $3,710+20.7% | $3,740+19.8% |
| Admin fee / account holder | $131 | $2,878-95.5% | $3,847-96.6% | $5,306-97.5% |