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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173207 | Recordkeeping | $23,063 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 120 VANTIS DRIVE, SUITE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,796 | $60,989+34.1% | $60,899+34.3% | $66,930+22.2% |
| Participation rate | 98.1% | 74.5%+23.7pp | 73.1%+25.0pp | 69.8%+28.3pp |
| Annual return | -14.34% | -9.60%-4.7pp | 16.92%-31.3pp | 1.57%-15.9pp |
| Employer contribution / active EE | $3,171 | $2,661+19.2% | $2,702+17.3% | $2,545+24.6% |
| Participant deferral / active EE | $6,005 | $3,615+66.1% | $3,817+57.3% | $4,238+41.7% |
| Admin fee / account holder | $141 | $338-58.5% | $3,225-95.6% | $593-76.3% |