Filed January 23, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FLEXPATH STRATEGIES, LLC2 years Service code 28 · EIN 46-4782313 | Investment Management | $24,100 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $19,360 |
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 | $80,709 | $83,884-3.8% | $64,097+25.9% | $74,473+8.4% |
| Participation rate | 95.2% | 76.6%+18.6pp | 72.3%+22.9pp | 70.7%+24.5pp |
| Annual return | 9.47% | 16.57%-7.1pp | 33.75%-24.3pp | 34.36%-24.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,750-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,881-100.0% | $4,530-100.0% |
| Admin fee / account holder | $56 | $196-71.4% | $3,070-98.2% | $347-83.8% |