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 | $91,695-9.0% | $67,575+23.5% | $77,736+7.3% |
| Participation rate | 98.7% | 76.0%+22.6pp | 72.9%+25.7pp | 70.6%+28.1pp |
| Annual return | 12.80% | 14.88%-2.1pp | 3528.98%-3516.2pp | 31.26%-18.5pp |
| Employer contribution / active EE | $5,741 | $3,189+80.0% | $2,736+109.9% | $2,728+110.5% |
| Participant deferral / active EE | $4,664 | $3,912+19.2% | $4,003+16.5% | $4,651+0.3% |
| Admin fee / account holder | $75 | $245-69.2% | $3,993-98.1% | $433-82.6% |