Filed January 23, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FLEXPATH STRATEGIES, LLC3 years Service code 28 · EIN 46-4782313 | Investment Management | $30,811 |
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,662 |
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 | $89,221 | $91,621-2.6% | $67,511+32.2% | $77,671+14.9% |
| Participation rate | 97.5% | 76.0%+21.5pp | 72.9%+24.6pp | 70.6%+26.9pp |
| Annual return | 11.42% | 14.87%-3.5pp | 3517.41%-3506.0pp | 31.21%-19.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,733-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $3,906-100.0% | $4,000-100.0% | $4,648-100.0% |
| Admin fee / account holder | $81 | $176-54.0% | $3,999-98.0% | $430-81.1% |