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 | $64,705+199.3% | $62,929+207.8% | $67,986+184.9% |
| Participation rate | 96.4% | 65.6%+30.8pp | 73.1%+23.3pp | 57.2%+39.2pp |
| Annual return | 10.17% | 20.31%-10.1pp | 1063.93%-1053.8pp | 31.67%-21.5pp |
| Employer contribution / active EE | $4,508 | $2,376+89.7% | $2,505+80.0% | $2,019+123.3% |
| Participant deferral / active EE | $8,006 | $3,198+150.3% | $3,888+105.9% | $3,358+138.4% |
| Admin fee / account holder | $116 | $1,428-91.9% | $5,065-97.7% | $3,203-96.4% |