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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $25,923 |
FLEXPATH STRATEGIES, LLC1 year Service code 27 · EIN 46-4782313 | Advisory (Plan) | $6,693 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,957 | $54,357+83.9% | $82,706+20.9% | $68,495+45.9% |
| Participation rate | 93.6% | 63.9%+29.7pp | 72.6%+21.0pp | 67.9%+25.7pp |
| Annual return | -12.48% | -13.67%+1.2pp | 701.76%-714.2pp | -7.84%-4.6pp |
| Employer contribution / active EE | $9,864 | $2,218+344.7% | $3,007+228.0% | $2,596+279.9% |
| Participant deferral / active EE | $11,115 | $3,246+242.4% | $4,394+153.0% | $4,028+176.0% |
| Admin fee / account holder | $192 | $4,396-95.6% | $5,329-96.4% | $5,403-96.4% |