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 | $93,351+3.1% | $62,929+53.0% | $79,634+20.9% |
| Participation rate | 97.1% | 74.6%+22.5pp | 73.1%+24.0pp | 62.5%+34.6pp |
| Annual return | 9.69% | 14.37%-4.7pp | 1063.93%-1054.2pp | 36.46%-26.8pp |
| Employer contribution / active EE | $0 | $3,135-100.0% | $2,505-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $0 | $3,921-100.0% | $3,888-100.0% | $3,835-100.0% |
| Admin fee / account holder | $89 | $229-61.3% | $5,065-98.2% | $1,002-91.1% |