Filed November 6, 2015 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $128,740 |
NFP RETIREMENT INC8 years Filed as: NFP RETIREMENT INC. Service code 28 · EIN 33-0905143 | Investment Management | $52,500 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $19,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,630 | $91,710+25.0% | $67,560+69.7% | $77,762+47.4% |
| Participation rate | 98.7% | 76.0%+22.6pp | 72.9%+25.7pp | 70.6%+28.1pp |
| Annual return | 11.93% | 14.88%-3.0pp | 3533.50%-3521.6pp | 31.27%-19.3pp |
| Employer contribution / active EE | $1,433 | $3,187-55.0% | $2,737-47.6% | $2,728-47.5% |
| Participant deferral / active EE | $4,598 | $3,911+17.6% | $4,004+14.8% | $4,651-1.1% |
| Admin fee / account holder | $143 | $245-41.5% | $3,994-96.4% | $433-66.9% |