Filed January 23, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FLEXPATH STRATEGIES, LLC4 years Service code 28 · EIN 46-4782313 | Investment Management | $34,428 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,218 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,289 | $84,045+14.6% | $77,361+24.5% | $69,255+39.0% |
| Participation rate | 97.1% | 71.8%+25.3pp | 75.0%+22.1pp | 69.0%+28.0pp |
| Annual return | 9.69% | 12.46%-2.8pp | 1011.54%-1001.9pp | 26.73%-17.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $2,990-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $3,911-100.0% | $2,890-100.0% |
| Admin fee / account holder | $89 | $239-62.9% | $5,894-98.5% | $733-87.9% |