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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 13 · EIN 33-0905143 | Contract Administrator | $43,750 |
FLEXPATH STRATEGIES, LLC1 year Service code 13 · EIN 46-4782313 | Contract Administrator | $41,189 |
TIAA4 years Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $34,201 |
RSM US LLP2 years Service code 13 · EIN 42-0714325 | Contract Administrator | $17,692 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $231,687 | $69,745+232.2% | $67,511+243.2% | $74,546+210.8% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.10% | -40.37%+51.5pp | 3517.41%-3506.3pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $12,359 | $2,705+356.9% | $2,733+352.3% | $2,624+370.9% |
| Participant deferral / active EE | $10,931 | $3,636+200.6% | $4,000+173.2% | $4,347+151.4% |
| Admin fee / account holder | $473 | $894-47.1% | $3,999-88.2% | $1,944-75.6% |