Filed January 23, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FLEXPATH STRATEGIES, LLC1 year Service code 28 · EIN 46-4782313 | Investment Management | $30,569 |
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $26,796 |
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 | $75,067 | $79,151-5.2% | $60,919+23.2% | $64,824+15.8% |
| Participation rate | 95.2% | 77.7%+17.5pp | 73.1%+22.1pp | 71.5%+23.7pp |
| Annual return | -8.03% | -7.12%-0.9pp | 16.96%-25.0pp | 32.84%-40.9pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,704-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,814-100.0% | $4,311-100.0% |
| Admin fee / account holder | $74 | $106-30.1% | $3,228-97.7% | $188-60.7% |