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 | $86,795+3.0% | $67,681+32.1% | $64,728+38.2% |
| Participation rate | 99.1% | 71.7%+27.4pp | 73.7%+25.4pp | 57.9%+41.2pp |
| Annual return | 10.32% | 12.58%-2.3pp | 590.58%-580.3pp | 49.38%-39.1pp |
| Employer contribution / active EE | $5,874 | $2,837+107.0% | $2,678+119.3% | $2,243+161.9% |
| Participant deferral / active EE | $4,785 | $3,430+39.5% | $3,976+20.4% | $2,729+75.3% |
| Admin fee / account holder | $92 | $238-61.4% | $6,100-98.5% | $1,145-92.0% |