Filed September 8, 2026 (most recent of 4 filings on file)
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| 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,637 | $79,124+47.4% | $60,874+91.6% | $64,808+80.0% |
| Participation rate | 91.6% | 77.7%+13.9pp | 73.1%+18.5pp | 71.5%+20.2pp |
| Annual return | -12.67% | -7.13%-5.5pp | 16.90%-29.6pp | 32.82%-45.5pp |
| Employer contribution / active EE | $3,688 | $3,050+20.9% | $2,701+36.5% | $2,506+47.2% |
| Participant deferral / active EE | $5,012 | $3,725+34.6% | $3,817+31.3% | $4,310+16.3% |
| Admin fee / account holder | $164 | $106+54.9% | $3,224-94.9% | $188-12.9% |