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 | $86,795+10.9% | $67,681+42.3% | $64,728+48.8% |
| Participation rate | 97.1% | 71.7%+25.4pp | 73.7%+23.4pp | 57.9%+39.2pp |
| Annual return | 9.69% | 12.58%-2.9pp | 590.58%-580.9pp | 49.38%-39.7pp |
| Employer contribution / active EE | $0 | $2,837-100.0% | $2,678-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $0 | $3,430-100.0% | $3,976-100.0% | $2,729-100.0% |
| Admin fee / account holder | $89 | $238-62.8% | $6,100-98.5% | $1,145-92.3% |