Filed June 19, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FLEXPATH STRATEGIES, LLC3 years Service code 27 · EIN 46-4782313 | Advisory (Plan) | $40,405 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 28 · EIN 35-2552359 | Investment Management | $16,600 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,217 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,543 | $96,018+87.0% | $65,493+174.1% | $85,563+109.8% |
| Participation rate | 97.5% | 74.8%+22.7pp | 73.1%+24.4pp | 66.0%+31.5pp |
| Annual return | 10.43% | 14.51%-4.1pp | 982.45%-972.0pp | 31.51%-21.1pp |
| Employer contribution / active EE | $6,971 | $3,235+115.5% | $2,574+170.8% | $2,654+162.7% |
| Participant deferral / active EE | $8,056 | $4,055+98.7% | $3,961+103.4% | $4,375+84.1% |
| Admin fee / account holder | $96 | $271-64.4% | $5,028-98.1% | $834-88.4% |