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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,289 | $96,018+0.3% | $65,493+47.0% | $85,563+12.5% |
| Participation rate | 97.1% | 74.8%+22.3pp | 73.1%+24.0pp | 66.0%+31.1pp |
| Annual return | 9.69% | 14.51%-4.8pp | 982.45%-972.8pp | 31.51%-21.8pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $89 | $271-67.2% | $5,028-98.2% | $834-89.4% |