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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,750 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,674 |
FLEXPATH STRATEGIES, LLC1 year Service code 26 · EIN 46-4782313 | Advisory (Participants) | $3,774 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,127 | $65,582+0.8% | $64,099+3.2% | $71,495-7.5% |
| Participation rate | 99.3% | 73.2%+26.1pp | 72.3%+27.0pp | 67.9%+31.4pp |
| Annual return | 14.91% | 18.96%-4.1pp | 33.70%-18.8pp | 28.85%-13.9pp |
| Employer contribution / active EE | $3,252 | $2,671+21.8% | $2,748+18.4% | $2,589+25.6% |
| Participant deferral / active EE | $3,516 | $3,628-3.1% | $3,881-9.4% | $4,291-18.1% |
| Admin fee / account holder | $81 | $616-86.9% | $3,070-97.4% | $1,588-94.9% |