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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $14,070 |
PLANPILOT, LLC1 year Filed as: PLANPILOT Service code 24 · EIN 45-4168388 | Discretionary Trustee | $6,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,217 | $48,327+293.6% | $67,575+181.5% | $80,935+135.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.61% | 18.31%-5.7pp | 3528.98%-3516.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $14,491 | $2,022+616.5% | $2,736+429.7% | $2,757+425.7% |
| Participant deferral / active EE | $7,750 | $2,927+164.7% | $4,003+93.6% | $4,299+80.2% |
| Admin fee / account holder | $77 | $3,692-97.9% | $3,993-98.1% | $6,924-98.9% |