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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $19,424 |
FLEXPATH STRATEGIES, LLC1 year Service code 16 · EIN 46-4782313 | Consulting | $6,647 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,159 | $83,884-17.6% | $64,097+7.9% | $74,473-7.1% |
| Participation rate | 98.9% | 76.6%+22.3pp | 72.3%+26.6pp | 70.7%+28.2pp |
| Annual return | 15.12% | 16.57%-1.5pp | 33.75%-18.6pp | 34.36%-19.2pp |
| Employer contribution / active EE | $1,087 | $3,084-64.8% | $2,750-60.5% | $2,638-58.8% |
| Participant deferral / active EE | $2,417 | $3,692-34.5% | $3,881-37.7% | $4,530-46.7% |
| Admin fee / account holder | $31 | $196-84.2% | $3,070-99.0% | $347-91.1% |