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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,543 | $86,795+106.9% | $67,681+165.3% | $64,728+177.4% |
| Participation rate | 97.5% | 71.7%+25.9pp | 73.7%+23.8pp | 57.9%+39.6pp |
| Annual return | 10.43% | 12.58%-2.2pp | 590.58%-580.2pp | 49.38%-39.0pp |
| Employer contribution / active EE | $6,971 | $2,837+145.7% | $2,678+160.3% | $2,243+210.8% |
| Participant deferral / active EE | $8,056 | $3,430+134.9% | $3,976+102.6% | $2,729+195.2% |
| Admin fee / account holder | $96 | $238-59.6% | $6,100-98.4% | $1,145-91.6% |