Filed June 19, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FLEXPATH STRATEGIES, LLC2 years Service code 27 · EIN 46-4782313 | Advisory (Plan) | $35,223 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 28 · EIN 35-2552359 | Investment Management | $20,750 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,700 |
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 | $169,609 | $91,692+85.0% | $67,561+151.0% | $77,714+118.2% |
| Participation rate | 97.7% | 76.0%+21.7pp | 72.9%+24.8pp | 70.6%+27.2pp |
| Annual return | 11.57% | 14.88%-3.3pp | 3525.44%-3513.9pp | 31.26%-19.7pp |
| Employer contribution / active EE | $6,002 | $3,188+88.3% | $2,735+119.5% | $2,727+120.1% |
| Participant deferral / active EE | $6,680 | $3,912+70.8% | $4,003+66.9% | $4,649+43.7% |
| Admin fee / account holder | $94 | $245-61.5% | $4,006-97.6% | $433-78.2% |