Filed May 30, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $66,763 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,938 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $21,000 |
Service code 16 · EIN 26-1233837 | Consulting | $10,798 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,495 | $91,680+56.5% | $67,524+112.5% | $77,692+84.7% |
| Participation rate | 93.0% | 76.0%+17.1pp | 72.9%+20.2pp | 70.6%+22.5pp |
| Annual return | 15.65% | 14.87%+0.8pp | 3519.41%-3503.8pp | 31.25%-15.6pp |
| Employer contribution / active EE | $4,075 | $3,186+27.9% | $2,734+49.1% | $2,726+49.5% |
| Participant deferral / active EE | $5,949 | $3,909+52.2% | $4,001+48.7% | $4,648+28.0% |
| Admin fee / account holder | $191 | $176+8.5% | $4,001-95.2% | $431-55.6% |