Filed March 16, 2020 (most recent of 5 filings on file)
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $163,233 |
FLEXPATH STRATEGIES, LLC4 years Service code 28 · EIN 46-4782313 | Investment Management | $132,025 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $93,504 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,500 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $29,768 |
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 | $174,144 | $113,568+53.3% | $67,560+157.8% | $200,096-13.0% |
| Participation rate | 93.6% | 73.3%+20.3pp | 72.9%+20.7pp | 72.0%+21.6pp |
| Annual return | 10.35% | 15.88%-5.5pp | 3533.50%-3523.1pp | 34.26%-23.9pp |
| Employer contribution / active EE | $3,995 | $3,409+17.2% | $2,737+46.0% | $3,038+31.5% |
| Participant deferral / active EE | $5,298 | $4,163+27.3% | $4,004+32.3% | $5,090+4.1% |
| Admin fee / account holder | $128 | $102+24.9% | $3,994-96.8% | $269-52.5% |