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 | $92,071+95.0% | $63,803+181.4% | $71,012+152.8% |
| Participation rate | 97.5% | 73.7%+23.8pp | 72.7%+24.8pp | 58.6%+39.0pp |
| Annual return | 10.43% | 13.14%-2.7pp | 543.72%-533.3pp | 37.67%-27.2pp |
| Employer contribution / active EE | $6,971 | $3,085+125.9% | $2,532+175.3% | $2,348+196.9% |
| Participant deferral / active EE | $8,056 | $3,765+114.0% | $3,843+109.6% | $3,246+148.2% |
| Admin fee / account holder | $96 | $227-57.5% | $5,196-98.1% | $1,167-91.7% |