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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $27,712 |
PLANPILOT, LLC1 year Filed as: PLANPILOT LLC Service code 16 · EIN 45-4168388 | Consulting | $7,292 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,737 | $48,337+42.2% | $67,560+1.7% | $80,959-15.1% |
| Participation rate | 98.5% | 66.4%+32.1pp | 72.9%+25.6pp | 67.7%+30.8pp |
| Annual return | 15.51% | 18.26%-2.8pp | 3533.50%-3518.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $4,894 | $2,023+142.0% | $2,737+78.8% | $2,757+77.5% |
| Participant deferral / active EE | $4,693 | $2,928+60.2% | $4,004+17.2% | $4,300+9.1% |
| Admin fee / account holder | $287 | $3,695-92.2% | $3,994-92.8% | $6,925-95.9% |