Filed June 19, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FLEXPATH STRATEGIES, LLC1 year Service code 27 · EIN 46-4782313 | Advisory (Plan) | $10,219 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 28 · EIN 35-2552359 | Investment Management | $8,300 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,594 |
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 | $158,870 | $83,884+89.4% | $64,101+147.8% | $74,460+113.4% |
| Participation rate | 95.8% | 76.6%+19.2pp | 72.3%+23.5pp | 70.7%+25.0pp |
| Annual return | 9.98% | 16.57%-6.6pp | 33.72%-23.7pp | 34.38%-24.4pp |
| Employer contribution / active EE | $5,636 | $3,084+82.8% | $2,749+105.1% | $2,638+113.7% |
| Participant deferral / active EE | $6,206 | $3,692+68.1% | $3,881+59.9% | $4,530+37.0% |
| Admin fee / account holder | $38 | $196-80.7% | $3,070-98.8% | $348-89.1% |