Filed January 23, 2019 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $83,575+15.2% | $66,439+44.9% | $65,191+47.7% |
| Participation rate | 97.1% | 71.6%+25.5pp | 74.5%+22.6pp | 63.0%+34.1pp |
| Annual return | 9.69% | 12.38%-2.7pp | 757.66%-748.0pp | 51.24%-41.6pp |
| Employer contribution / active EE | $0 | $2,903-100.0% | $2,637-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $0 | $3,365-100.0% | $3,876-100.0% | $2,671-100.0% |
| Admin fee / account holder | $89 | $234-62.1% | $6,173-98.6% | $907-90.2% |