Filed March 16, 2020 (most recent of 5 filings on file)
Total covered: 18 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $135,936 |
FLEXPATH STRATEGIES, LLC3 years Service code 28 · EIN 46-4782313 | Investment Management | $115,924 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $72,301 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $60,000 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $29,768 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 17 · EIN 13-3180178 | Pension Consulting | $5,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,835 | $105,179+54.8% | $64,110+154.0% | $80,187+103.1% |
| Participation rate | 95.6% | 73.5%+22.1pp | 72.3%+23.3pp | 72.9%+22.7pp |
| Annual return | 11.98% | 20.34%-8.4pp | 33.75%-21.8pp | 40.40%-28.4pp |
| Employer contribution / active EE | $3,822 | $3,311+15.5% | $2,751+39.0% | $2,980+28.3% |
| Participant deferral / active EE | $4,888 | $4,020+21.6% | $3,883+25.9% | $5,016-2.5% |
| Admin fee / account holder | $114 | $113+1.1% | $3,071-96.3% | $145-21.1% |