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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 | $91,680+80.7% | $67,524+145.3% | $77,692+113.2% |
| Participation rate | 96.8% | 76.0%+20.8pp | 72.9%+23.9pp | 70.6%+26.2pp |
| Annual return | 13.57% | 14.87%-1.3pp | 3519.41%-3505.8pp | 31.25%-17.7pp |
| Employer contribution / active EE | $5,800 | $3,186+82.0% | $2,734+112.1% | $2,726+112.7% |
| Participant deferral / active EE | $6,158 | $3,909+57.5% | $4,001+53.9% | $4,648+32.5% |
| Admin fee / account holder | $58 | $176-67.0% | $4,001-98.5% | $431-86.5% |