Filed January 23, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FLEXPATH STRATEGIES, LLC4 years Service code 28 · EIN 46-4782313 | Investment Management | $39,385 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $34,017 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,428 | $96,018-6.9% | $65,493+36.5% | $85,563+4.5% |
| Participation rate | 99.1% | 74.8%+24.3pp | 73.1%+26.0pp | 66.0%+33.1pp |
| Annual return | 10.32% | 14.51%-4.2pp | 982.45%-972.1pp | 31.51%-21.2pp |
| Employer contribution / active EE | $5,874 | $3,235+81.6% | $2,574+128.2% | $2,654+121.3% |
| Participant deferral / active EE | $4,785 | $4,055+18.0% | $3,961+20.8% | $4,375+9.4% |
| Admin fee / account holder | $92 | $271-66.0% | $5,028-98.2% | $834-89.0% |