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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $34,858 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $34,070 |
FLEXPATH STRATEGIES, LLC2 years Service code 27 · EIN 46-4782313 | Advisory (Plan) | $26,623 |
Filed as: BELFINT LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $10,500 |
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 | $163,570 | $144,511+13.2% | $67,560+142.1% | - |
| Participation rate | 97.6% | 69.6%+28.0pp | 72.9%+24.7pp | - |
| Annual return | 12.29% | 20.85%-8.6pp | 3533.50%-3521.2pp | - |
| Employer contribution / active EE | $2,748 | $2,331+17.9% | $2,737+0.4% | - |
| Participant deferral / active EE | $6,635 | $3,447+92.5% | $4,004+65.7% | - |
| Admin fee / account holder | $191 | $8,271-97.7% | $3,994-95.2% | - |