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 | $91,695-2.7% | $67,575+32.0% | $77,736+14.8% |
| Participation rate | 97.5% | 76.0%+21.5pp | 72.9%+24.6pp | 70.6%+26.9pp |
| Annual return | 11.42% | 14.88%-3.5pp | 3528.98%-3517.6pp | 31.26%-19.8pp |
| Employer contribution / active EE | $0 | $3,189-100.0% | $2,736-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $3,912-100.0% | $4,003-100.0% | $4,651-100.0% |
| Admin fee / account holder | $81 | $245-66.8% | $3,993-98.0% | $433-81.3% |