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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $52,954 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $31,535 |
PENTEGRA SERVICES, INC.1 year Service code 64 · EIN 13-3745616 5350 77 CENTER DRIVE · CHARLOTTE, NC 282172783 | Recordkeeping Fees | $11,445 |
Filed as: BELFINT LYONS & SHUMAN Service code 10 · EIN 51-0232399 1011 CENTRE ROAD · WILMINGTON, DE 198051266 | Accounting | $10,500 |
FLEXPATH STRATEGIES, LLC3 years Service code 27 120 VANTIS DRIVE · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $7,298 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $184,695 | $64,705+185.4% | $62,929+193.5% | $67,986+171.7% |
| Participation rate | 94.4% | 65.6%+28.8pp | 73.1%+21.3pp | 57.2%+37.2pp |
| Annual return | 13.58% | 20.31%-6.7pp | 1063.93%-1050.3pp | 31.67%-18.1pp |
| Employer contribution / active EE | $3,007 | $2,376+26.6% | $2,505+20.0% | $2,019+48.9% |
| Participant deferral / active EE | $6,995 | $3,198+118.7% | $3,888+79.9% | $3,358+108.3% |
| Admin fee / account holder | $194 | $1,428-86.4% | $5,065-96.2% | $3,203-93.9% |