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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,428 | $84,045+6.4% | $77,361+15.6% | $69,255+29.1% |
| Participation rate | 99.1% | 71.8%+27.3pp | 75.0%+24.1pp | 69.0%+30.1pp |
| Annual return | 10.32% | 12.46%-2.1pp | 1011.54%-1001.2pp | 26.73%-16.4pp |
| Employer contribution / active EE | $5,874 | $2,954+98.8% | $2,990+96.4% | $2,645+122.1% |
| Participant deferral / active EE | $4,785 | $3,349+42.9% | $3,911+22.3% | $2,890+65.5% |
| Admin fee / account holder | $92 | $239-61.5% | $5,894-98.4% | $733-87.4% |