Filed May 30, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $78,186 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,083 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $21,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,361 | $84,045+86.0% | $77,361+102.1% | $69,255+125.8% |
| Participation rate | 95.4% | 71.8%+23.6pp | 75.0%+20.4pp | 69.0%+26.3pp |
| Annual return | 11.17% | 12.46%-1.3pp | 1011.54%-1000.4pp | 26.73%-15.6pp |
| Employer contribution / active EE | $4,109 | $2,954+39.1% | $2,990+37.4% | $2,645+55.3% |
| Participant deferral / active EE | $5,949 | $3,349+77.6% | $3,911+52.1% | $2,890+105.8% |
| Admin fee / account holder | $225 | $239-6.1% | $5,894-96.2% | $733-69.4% |