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 | $65,072+197.6% | $66,439+191.5% | $65,306+196.6% |
| Participation rate | 96.4% | 69.1%+27.4pp | 74.5%+21.9pp | 57.7%+38.8pp |
| Annual return | 10.17% | 21.50%-11.3pp | 757.66%-747.5pp | 21.94%-11.8pp |
| Employer contribution / active EE | $4,508 | $2,475+82.1% | $2,637+71.0% | $1,967+129.1% |
| Participant deferral / active EE | $8,006 | $3,234+147.5% | $3,876+106.5% | $2,959+170.5% |
| Admin fee / account holder | $116 | $1,323-91.2% | $6,173-98.1% | $3,480-96.7% |