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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 | $91,692+80.7% | $67,561+145.2% | $77,714+113.2% |
| Participation rate | 96.8% | 76.0%+20.8pp | 72.9%+23.9pp | 70.6%+26.2pp |
| Annual return | 13.57% | 14.88%-1.3pp | 3525.44%-3511.9pp | 31.26%-17.7pp |
| Employer contribution / active EE | $5,800 | $3,188+81.9% | $2,735+112.1% | $2,727+112.7% |
| Participant deferral / active EE | $6,158 | $3,912+57.4% | $4,003+53.8% | $4,649+32.4% |
| Admin fee / account holder | $58 | $245-76.2% | $4,006-98.5% | $433-86.6% |