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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,428 | $93,351-4.2% | $62,929+42.1% | $79,634+12.3% |
| Participation rate | 99.1% | 74.6%+24.5pp | 73.1%+26.0pp | 62.5%+36.6pp |
| Annual return | 10.32% | 14.37%-4.0pp | 1063.93%-1053.6pp | 36.46%-26.1pp |
| Employer contribution / active EE | $5,874 | $3,135+87.4% | $2,505+134.5% | $2,529+132.2% |
| Participant deferral / active EE | $4,785 | $3,921+22.0% | $3,888+23.1% | $3,835+24.8% |
| Admin fee / account holder | $92 | $229-59.9% | $5,065-98.2% | $1,002-90.8% |