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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $31,692 |
FLEXPATH STRATEGIES, LLC4 years Filed as: FLEXPATH STRATEGIES LLC Service code 27 · EIN 46-4782313 120 VANTIS DRIVE · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $28,485 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 120 VANTIS DRIVE · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $17,514 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,294 | $91,695-2.6% | $67,575+32.1% | $77,736+14.9% |
| Participation rate | 94.2% | 76.0%+18.2pp | 72.9%+21.3pp | 70.6%+23.7pp |
| Annual return | 11.08% | 14.88%-3.8pp | 3528.98%-3517.9pp | 31.26%-20.2pp |
| Employer contribution / active EE | $1,765 | $3,189-44.7% | $2,736-35.5% | $2,728-35.3% |
| Participant deferral / active EE | $2,733 | $3,912-30.1% | $4,003-31.7% | $4,651-41.2% |
| Admin fee / account holder | $112 | $245-54.2% | $3,993-97.2% | $433-74.1% |