Filed May 30, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $53,460 |
NFP RETIREMENT INC2 years 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 LLP2 years Service code 10 · EIN 41-0746749 PO BOX 775439 · CHIGAGO, IL 606775439 | Accounting | $18,375 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,736 | $83,884+51.1% | $64,101+97.7% | $74,460+70.2% |
| Participation rate | 94.8% | 76.6%+18.2pp | 72.3%+22.5pp | 70.7%+24.0pp |
| Annual return | 12.79% | 16.57%-3.8pp | 33.72%-20.9pp | 34.38%-21.6pp |
| Employer contribution / active EE | $3,961 | $3,084+28.5% | $2,749+44.1% | $2,638+50.1% |
| Participant deferral / active EE | $5,618 | $3,692+52.2% | $3,881+44.8% | $4,530+24.0% |
| Admin fee / account holder | $153 | $196-21.8% | $3,070-95.0% | $348-55.9% |