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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 | $48,314+42.3% | $67,561+1.7% | $80,925-15.1% |
| Participation rate | 98.5% | 66.4%+32.1pp | 72.9%+25.6pp | 67.7%+30.8pp |
| Annual return | 15.51% | 18.28%-2.8pp | 3525.44%-3509.9pp | 35.65%-20.1pp |
| Employer contribution / active EE | $4,894 | $2,022+142.1% | $2,735+79.0% | $2,756+77.6% |
| Participant deferral / active EE | $4,693 | $2,927+60.3% | $4,003+17.2% | $4,299+9.2% |
| Admin fee / account holder | $287 | $3,690-92.2% | $4,006-92.8% | $6,940-95.9% |