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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,543 | $93,351+92.3% | $62,929+185.3% | $79,634+125.5% |
| Participation rate | 97.5% | 74.6%+22.9pp | 73.1%+24.4pp | 62.5%+35.0pp |
| Annual return | 10.43% | 14.37%-3.9pp | 1063.93%-1053.5pp | 36.46%-26.0pp |
| Employer contribution / active EE | $6,971 | $3,135+122.4% | $2,505+178.3% | $2,529+175.6% |
| Participant deferral / active EE | $8,056 | $3,921+105.5% | $3,888+107.2% | $3,835+110.1% |
| Admin fee / account holder | $96 | $229-57.9% | $5,065-98.1% | $1,002-90.4% |