Filed March 17, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $36,067 |
FLEXPATH STRATEGIES, LLC4 years Service code 27 · EIN 46-4782313 | Advisory (Plan) | $27,727 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,448 | $63,433+216.0% | $63,803+214.2% | $64,097+212.7% |
| Participation rate | 98.8% | 65.0%+33.7pp | 72.7%+26.1pp | 55.2%+43.6pp |
| Annual return | 15.44% | 20.74%-5.3pp | 543.72%-528.3pp | 34.64%-19.2pp |
| Employer contribution / active EE | $17,728 | $2,332+660.3% | $2,532+600.1% | $1,891+837.3% |
| Participant deferral / active EE | $11,680 | $3,119+274.5% | $3,843+203.9% | $3,080+279.2% |
| Admin fee / account holder | $208 | $1,489-86.0% | $5,196-96.0% | $3,454-94.0% |