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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA - CREF Service code 13 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $33,667 |
FLEXPATH STRATEGIES, LLC3 years Service code 16 120 VANTIS DR STE 400 · ALISO VIEJO, CA 92656 | Consulting | $30,736 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,255 | $64,705+173.9% | $62,929+181.7% | $67,986+160.7% |
| Participation rate | 97.1% | 65.6%+31.5pp | 73.1%+24.0pp | 57.2%+39.9pp |
| Annual return | 13.35% | 20.31%-7.0pp | 1063.93%-1050.6pp | 31.67%-18.3pp |
| Employer contribution / active EE | $6,397 | $2,376+169.3% | $2,505+155.4% | $2,019+216.9% |
| Participant deferral / active EE | $6,768 | $3,198+111.6% | $3,888+74.1% | $3,358+101.6% |
| Admin fee / account holder | $64 | $1,428-95.5% | $5,065-98.7% | $3,203-98.0% |