Filed May 30, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA7+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $53,789 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 120 VANTIS DR. STE.400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $19,688 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 PO BOX 775439 · CHIGAGO, IL 606775439 | Accounting | $5,040 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,637 | $79,151+47.4% | $60,906+91.5% | $64,819+79.9% |
| Participation rate | 91.6% | 77.7%+13.9pp | 73.1%+18.5pp | 71.5%+20.2pp |
| Annual return | -12.67% | -7.12%-5.5pp | 16.94%-29.6pp | 32.84%-45.5pp |
| Employer contribution / active EE | $3,688 | $3,052+20.8% | $2,703+36.4% | $2,507+47.1% |
| Participant deferral / active EE | $5,012 | $3,727+34.5% | $3,814+31.4% | $4,311+16.3% |
| Admin fee / account holder | $164 | $106+54.8% | $3,227-94.9% | $188-12.9% |