Filed January 23, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FLEXPATH STRATEGIES, LLC4 years Service code 28 · EIN 46-4782313 | Investment Management | $39,385 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $34,017 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,428 | $83,575+7.0% | $66,439+34.6% | $65,191+37.2% |
| Participation rate | 99.1% | 71.6%+27.5pp | 74.5%+24.6pp | 63.0%+36.1pp |
| Annual return | 10.32% | 12.38%-2.1pp | 757.66%-747.3pp | 51.24%-40.9pp |
| Employer contribution / active EE | $5,874 | $2,903+102.3% | $2,637+122.8% | $2,400+144.7% |
| Participant deferral / active EE | $4,785 | $3,365+42.2% | $3,876+23.4% | $2,671+79.1% |
| Admin fee / account holder | $92 | $234-60.7% | $6,173-98.5% | $907-89.9% |