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 | $86,795+80.2% | $67,681+131.0% | $64,728+141.6% |
| Participation rate | 95.4% | 71.7%+23.7pp | 73.7%+21.6pp | 57.9%+37.5pp |
| Annual return | 11.17% | 12.58%-1.4pp | 590.58%-579.4pp | 49.38%-38.2pp |
| Employer contribution / active EE | $4,109 | $2,837+44.8% | $2,678+53.4% | $2,243+83.2% |
| Participant deferral / active EE | $5,949 | $3,430+73.5% | $3,976+49.6% | $2,729+118.0% |
| Admin fee / account holder | $225 | $238-5.8% | $6,100-96.3% | $1,145-80.4% |