Filed January 23, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FLEXPATH STRATEGIES, LLC2 years Service code 28 · EIN 46-4782313 | Investment Management | $23,407 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $18,671 |
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 | $74,366 | $83,884-11.3% | $64,097+16.0% | $74,473-0.1% |
| Participation rate | 98.0% | 76.6%+21.4pp | 72.3%+25.7pp | 70.7%+27.3pp |
| Annual return | 10.27% | 16.57%-6.3pp | 33.75%-23.5pp | 34.36%-24.1pp |
| Employer contribution / active EE | $5,798 | $3,084+88.0% | $2,750+110.8% | $2,638+119.8% |
| Participant deferral / active EE | $4,547 | $3,692+23.2% | $3,881+17.1% | $4,530+0.4% |
| Admin fee / account holder | $57 | $196-71.1% | $3,070-98.2% | $347-83.7% |