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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,687 | $69,763+232.1% | $67,502+243.2% | $74,495+211.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.10% | -40.34%+51.4pp | 3512.12%-3501.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $12,359 | $2,704+357.1% | $2,731+352.6% | $2,623+371.2% |
| Participant deferral / active EE | $10,931 | $3,636+200.6% | $4,000+173.3% | $4,346+151.5% |
| Admin fee / account holder | $473 | $896-47.2% | $3,998-88.2% | $1,942-75.6% |