Filed June 27, 2023 (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 | $17,782 |
PLANPILOT, LLC1 year Filed as: PLAN PILOT, LLC Service code 27 · EIN 45-4168388 | Advisory (Plan) | $17,067 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $14,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,772 | $69,774+272.3% | $67,561+284.5% | $74,429+249.0% |
| Participation rate | 95.1% | 71.4%+23.8pp | 72.9%+22.2pp | 67.2%+27.9pp |
| Annual return | 12.36% | -40.53%+52.9pp | 3525.44%-3513.1pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $8,657 | $2,710+219.4% | $2,735+216.6% | $2,625+229.8% |
| Participant deferral / active EE | $9,736 | $3,636+167.8% | $4,003+143.2% | $4,348+123.9% |
| Admin fee / account holder | $171 | $890-80.8% | $4,006-95.7% | $1,944-91.2% |