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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,226 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $2,073 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,198 |
FLEXPATH STRATEGIES, LLC1 year Service code 26 · EIN 46-4782313 | Advisory (Participants) | $207 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,375 | $65,582+25.6% | $64,101+28.5% | $71,511+15.2% |
| Participation rate | 92.4% | 73.2%+19.3pp | 72.3%+20.1pp | 67.9%+24.5pp |
| Annual return | 13.13% | 18.96%-5.8pp | 33.72%-20.6pp | 28.86%-15.7pp |
| Employer contribution / active EE | $2,662 | $2,671-0.3% | $2,749-3.1% | $2,589+2.8% |
| Participant deferral / active EE | $3,455 | $3,628-4.8% | $3,881-11.0% | $4,291-19.5% |
| Admin fee / account holder | $69 | $616-88.9% | $3,070-97.8% | $1,588-95.7% |