Filed September 15, 2025 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,895 | $67,594+200.2% | $77,361+162.3% | $69,733+191.0% |
| Participation rate | 97.1% | 71.7%+25.4pp | 75.0%+22.1pp | 62.5%+34.7pp |
| Annual return | 10.85% | 19.20%-8.4pp | 1011.54%-1000.7pp | 15.22%-4.4pp |
| Employer contribution / active EE | $11,945 | $2,649+351.0% | $2,990+299.5% | $2,250+430.8% |
| Participant deferral / active EE | $6,684 | $3,401+96.5% | $3,911+70.9% | $3,054+118.8% |
| Admin fee / account holder | $99 | $1,159-91.5% | $5,894-98.3% | $3,102-96.8% |