Filed June 9, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,318 |
PLANPILOT, LLC2 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $7,650 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,683 | $65,084+197.6% | $67,681+186.2% | $64,340+201.0% |
| Participation rate | 96.4% | 66.7%+29.7pp | 73.7%+22.7pp | 55.2%+41.2pp |
| Annual return | 10.17% | 20.50%-10.3pp | 590.58%-580.4pp | 24.14%-14.0pp |
| Employer contribution / active EE | $4,508 | $2,398+87.9% | $2,678+68.3% | $1,862+142.1% |
| Participant deferral / active EE | $8,006 | $3,210+149.4% | $3,976+101.4% | $2,980+168.6% |
| Admin fee / account holder | $116 | $1,415-91.8% | $6,100-98.1% | $3,703-96.9% |