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 | $92,071+69.8% | $63,803+145.1% | $71,012+120.2% |
| Participation rate | 95.4% | 73.7%+21.7pp | 72.7%+22.7pp | 58.6%+36.8pp |
| Annual return | 11.17% | 13.14%-2.0pp | 543.72%-532.6pp | 37.67%-26.5pp |
| Employer contribution / active EE | $4,109 | $3,085+33.2% | $2,532+62.2% | $2,348+75.0% |
| Participant deferral / active EE | $5,949 | $3,765+58.0% | $3,843+54.8% | $3,246+83.3% |
| Admin fee / account holder | $225 | $227-0.9% | $5,196-95.7% | $1,167-80.8% |