Filed September 15, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $19,208 |
PLANPILOT, LLC2 years Filed as: PLANPILOT Service code 24 · EIN 45-4168388 | Discretionary Trustee | $8,000 |
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 | $202,895 | $64,705+213.6% | $62,929+222.4% | $67,986+198.4% |
| Participation rate | 97.1% | 65.6%+31.5pp | 73.1%+24.0pp | 57.2%+39.9pp |
| Annual return | 10.85% | 20.31%-9.5pp | 1063.93%-1053.1pp | 31.67%-20.8pp |
| Employer contribution / active EE | $11,945 | $2,376+402.8% | $2,505+376.9% | $2,019+491.7% |
| Participant deferral / active EE | $6,684 | $3,198+109.0% | $3,888+71.9% | $3,358+99.0% |
| Admin fee / account holder | $99 | $1,428-93.1% | $5,065-98.0% | $3,203-96.9% |