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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $32,500 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,049 |
FLEXPATH STRATEGIES, LLC3 years Service code 26 · EIN 46-4782313 | Advisory (Participants) | $7,498 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,520 | $64,705+35.3% | $62,929+39.1% | $67,986+28.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 14.76% | 20.31%-5.6pp | 1063.93%-1049.2pp | 31.67%-16.9pp |
| Employer contribution / active EE | $3,331 | $2,376+40.2% | $2,505+33.0% | $2,019+65.0% |
| Participant deferral / active EE | $3,513 | $3,198+9.9% | $3,888-9.6% | $3,358+4.6% |
| Admin fee / account holder | $172 | $1,428-87.9% | $5,065-96.6% | $3,203-94.6% |