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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $15,223 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $12,370 |
NFP RETIREMENT INC1 year Filed as: NFP (KESTRA ADVISORY SERVICES) Service code 27 1901 ROXBOROUGH ROAD · CHARLOTTE, NC 28211 | Advisory (Plan) | $11,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $65,772 | $84,948-22.6% | $70,449-6.6% | $73,409-10.4% |
| Participation rate | 42.3% | 79.9%-37.6pp | 75.1%-32.7pp | 72.2%-29.9pp |
| Annual return | 12.93% | 13.39%-0.5pp | 109.03%-96.1pp | 59.29%-46.4pp |
| Employer contribution / active EE | $1,439 | $2,834-49.2% | $2,737-47.4% | $2,234-35.6% |
| Participant deferral / active EE | $752 | $3,387-77.8% | $3,709-79.7% | $3,805-80.3% |
| Admin fee / account holder | $59 | $98-40.3% | $3,845-98.5% | $158-62.9% |