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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 | $69,774+232.1% | $67,561+242.9% | $74,429+211.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.10% | -40.53%+51.6pp | 3525.44%-3514.3pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $12,359 | $2,710+356.0% | $2,735+351.9% | $2,625+370.8% |
| Participant deferral / active EE | $10,931 | $3,636+200.6% | $4,003+173.1% | $4,348+151.4% |
| Admin fee / account holder | $473 | $890-46.8% | $4,006-88.2% | $1,944-75.7% |