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 | $79,151-16.1% | $60,919+9.1% | $64,824+2.5% |
| Participation rate | 98.2% | 77.7%+20.5pp | 73.1%+25.1pp | 71.5%+26.7pp |
| Annual return | -8.71% | -7.12%-1.6pp | 16.96%-25.7pp | 32.84%-41.6pp |
| Employer contribution / active EE | $5,483 | $3,052+79.6% | $2,704+102.8% | $2,507+118.7% |
| Participant deferral / active EE | $4,578 | $3,727+22.8% | $3,814+20.0% | $4,311+6.2% |
| Admin fee / account holder | $64 | $106-39.1% | $3,228-98.0% | $188-65.7% |