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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $19,263 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $18,750 |
FLEXPATH STRATEGIES, LLC2 years Service code 26 · EIN 46-4782313 | Advisory (Participants) | $8,284 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,913 | $69,774+10.2% | $67,561+13.8% | $74,429+3.3% |
| Participation rate | 99.3% | 71.4%+27.9pp | 72.9%+26.4pp | 67.2%+32.1pp |
| Annual return | 12.63% | -40.53%+53.2pp | 3525.44%-3512.8pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $3,432 | $2,710+26.6% | $2,735+25.5% | $2,625+30.8% |
| Participant deferral / active EE | $3,808 | $3,636+4.7% | $4,003-4.9% | $4,348-12.4% |
| Admin fee / account holder | $122 | $890-86.2% | $4,006-96.9% | $1,944-93.7% |