Filed September 20, 2023 (most recent of 2 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,543 | $84,045+113.6% | $77,361+132.1% | $69,255+159.2% |
| Participation rate | 97.5% | 71.8%+25.7pp | 75.0%+22.5pp | 69.0%+28.5pp |
| Annual return | 10.43% | 12.46%-2.0pp | 1011.54%-1001.1pp | 26.73%-16.3pp |
| Employer contribution / active EE | $6,971 | $2,954+136.0% | $2,990+133.1% | $2,645+163.5% |
| Participant deferral / active EE | $8,056 | $3,349+140.5% | $3,911+106.0% | $2,890+178.7% |
| Admin fee / account holder | $96 | $239-59.7% | $5,894-98.4% | $733-86.9% |