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 | $93,351+67.5% | $62,929+148.5% | $79,634+96.3% |
| Participation rate | 95.4% | 74.6%+20.7pp | 73.1%+22.3pp | 62.5%+32.9pp |
| Annual return | 11.17% | 14.37%-3.2pp | 1063.93%-1052.8pp | 36.46%-25.3pp |
| Employer contribution / active EE | $4,109 | $3,135+31.1% | $2,505+64.0% | $2,529+62.4% |
| Participant deferral / active EE | $5,949 | $3,921+51.7% | $3,888+53.0% | $3,835+55.2% |
| Admin fee / account holder | $225 | $229-2.0% | $5,065-95.6% | $1,002-77.6% |