Filed March 17, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,000 |
FLEXPATH STRATEGIES, LLC3 years Service code 27 · EIN 46-4782313 | Advisory (Plan) | $23,174 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,105 | $69,774+181.1% | $67,575+190.2% | $74,459+163.4% |
| Participation rate | 98.2% | 71.4%+26.9pp | 72.9%+25.3pp | 67.2%+31.0pp |
| Annual return | 13.10% | -40.53%+53.6pp | 3528.98%-3515.9pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $15,242 | $2,710+462.3% | $2,736+457.2% | $2,626+480.4% |
| Participant deferral / active EE | $10,517 | $3,636+189.2% | $4,003+162.7% | $4,350+141.8% |
| Admin fee / account holder | $176 | $890-80.2% | $3,993-95.6% | $1,945-90.9% |