Filed January 23, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FLEXPATH STRATEGIES, LLC3 years Service code 28 · EIN 46-4782313 | Investment Management | $31,711 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $26,427 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,444 | $91,621-8.9% | $67,511+23.6% | $77,671+7.4% |
| Participation rate | 98.7% | 76.0%+22.7pp | 72.9%+25.8pp | 70.6%+28.1pp |
| Annual return | 12.80% | 14.87%-2.1pp | 3517.41%-3504.6pp | 31.21%-18.4pp |
| Employer contribution / active EE | $5,741 | $3,184+80.3% | $2,733+110.1% | $2,726+110.6% |
| Participant deferral / active EE | $4,664 | $3,906+19.4% | $4,000+16.6% | $4,648+0.4% |
| Admin fee / account holder | $75 | $176-57.3% | $3,999-98.1% | $430-82.5% |