Filed January 23, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FLEXPATH STRATEGIES, LLC1 year Service code 28 · EIN 46-4782313 | Investment Management | $24,820 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,270 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,438 | $79,124-16.0% | $60,888+9.1% | $64,811+2.5% |
| Participation rate | 98.2% | 77.7%+20.5pp | 73.1%+25.1pp | 71.5%+26.7pp |
| Annual return | -8.71% | -7.13%-1.6pp | 16.91%-25.6pp | 32.83%-41.5pp |
| Employer contribution / active EE | $5,483 | $3,050+79.8% | $2,702+102.9% | $2,506+118.8% |
| Participant deferral / active EE | $4,578 | $3,725+22.9% | $3,817+19.9% | $4,310+6.2% |
| Admin fee / account holder | $64 | $106-39.0% | $3,225-98.0% | $188-65.7% |