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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $39,948 |
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $15,069 |
FLEXPATH STRATEGIES, LLC1 year Service code 27 · EIN 46-4782313 | Advisory (Plan) | $8,360 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,952 | $91,710-31.4% | $67,560-6.8% | $77,762-19.0% |
| Participation rate | 96.4% | 76.0%+20.4pp | 72.9%+23.5pp | 70.6%+25.9pp |
| Annual return | 12.29% | 14.88%-2.6pp | 3533.50%-3521.2pp | 31.27%-19.0pp |
| Employer contribution / active EE | $1,895 | $3,187-40.6% | $2,737-30.8% | $2,728-30.5% |
| Participant deferral / active EE | $2,418 | $3,911-38.2% | $4,004-39.6% | $4,651-48.0% |
| Admin fee / account holder | $145 | $245-40.9% | $3,994-96.4% | $433-66.6% |