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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,895 | $65,084+211.7% | $67,681+199.8% | $64,340+215.4% |
| Participation rate | 97.1% | 66.7%+30.4pp | 73.7%+23.4pp | 55.2%+41.9pp |
| Annual return | 10.85% | 20.50%-9.7pp | 590.58%-579.7pp | 24.14%-13.3pp |
| Employer contribution / active EE | $11,945 | $2,398+398.0% | $2,678+346.0% | $1,862+541.6% |
| Participant deferral / active EE | $6,684 | $3,210+108.2% | $3,976+68.1% | $2,980+124.3% |
| Admin fee / account holder | $99 | $1,415-93.0% | $6,100-98.4% | $3,703-97.3% |