Filed October 23, 2015
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $67,265 |
FLEXPATH STRATEGIES, LLC1 year Service code 27 · EIN 46-4782313 | Advisory (Plan) | $46,046 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,506 | $56,485+161.1% | $185,823-20.6% | $86,799+69.9% |
| Participation rate | 99.7% | 65.5%+34.3pp | 81.7%+18.0pp | 72.3%+27.5pp |
| Annual return | 11.79% | 118.04%-106.2pp | 122.05%-110.3pp | 97.91%-86.1pp |
| Employer contribution / active EE | $10,420 | $1,843+465.4% | $5,167+101.6% | $2,405+333.2% |
| Participant deferral / active EE | $7,865 | $2,553+208.1% | $5,568+41.3% | $4,131+90.4% |
| Admin fee / account holder | $213 | $150+42.6% | $16,237-98.7% | $170+25.8% |