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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $60,654 |
TIAA7 years Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $50,254 |
FLEXPATH STRATEGIES, LLC2 years Service code 26 · EIN 46-4782313 | Advisory (Participants) | $34,921 |
Filed as: D'AMICO WAWRIN Service code 10 · EIN 82-1844788 | Accounting | $21,000 |
Service code 70 · EIN 13-3180178 | Consulting Fees | $17,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,579 | $43,242+51.7% | $82,706-20.7% | $77,906-15.8% |
| Participation rate | 59.7% | 64.1%-4.4pp | 72.6%-12.8pp | 73.7%-14.0pp |
| Annual return | -13.49% | 2.40%-15.9pp | 701.76%-715.3pp | 12.16%-25.6pp |
| Employer contribution / active EE | $1,657 | $1,924-13.9% | $3,007-44.9% | $2,846-41.8% |
| Participant deferral / active EE | $2,798 | $3,069-8.8% | $4,394-36.3% | $4,805-41.8% |
| Admin fee / account holder | $139 | $102+35.8% | $5,329-97.4% | $133+5.0% |