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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,978 |
FLEXPATH STRATEGIES, LLC3 years Service code 27 · EIN 46-4782313 | Advisory (Plan) | $11,497 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $5,427 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,582 | $60,504+96.0% | $81,882+44.8% | $74,478+59.2% |
| Participation rate | 97.5% | 62.9%+34.6pp | 72.4%+25.1pp | 67.2%+30.3pp |
| Annual return | 14.05% | 16.91%-2.9pp | 779.47%-765.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $10,200 | $2,627+288.3% | $2,916+249.8% | $2,626+288.4% |
| Participant deferral / active EE | $11,115 | $3,400+226.9% | $4,323+157.1% | $4,350+155.5% |
| Admin fee / account holder | $177 | $1,492-88.2% | $7,360-97.6% | $1,946-90.9% |