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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA - CREF Service code 13 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $31,117 |
FLEXPATH STRATEGIES, LLC2 years Service code 16 120 VANTIS DR STE 400 · ALISO VIEJO, CA 92656 | Consulting | $27,858 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,649 | $91,710+80.6% | $67,560+145.2% | $77,762+113.0% |
| Participation rate | 96.8% | 76.0%+20.8pp | 72.9%+23.9pp | 70.6%+26.2pp |
| Annual return | 13.57% | 14.88%-1.3pp | 3533.50%-3519.9pp | 31.27%-17.7pp |
| Employer contribution / active EE | $5,800 | $3,187+82.0% | $2,737+111.9% | $2,728+112.6% |
| Participant deferral / active EE | $6,158 | $3,911+57.5% | $4,004+53.8% | $4,651+32.4% |
| Admin fee / account holder | $58 | $245-76.3% | $3,994-98.5% | $433-86.6% |