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 | $65,072+211.8% | $66,439+205.4% | $65,306+210.7% |
| Participation rate | 97.1% | 69.1%+28.1pp | 74.5%+22.6pp | 57.7%+39.4pp |
| Annual return | 10.85% | 21.50%-10.7pp | 757.66%-746.8pp | 21.94%-11.1pp |
| Employer contribution / active EE | $11,945 | $2,475+382.5% | $2,637+353.0% | $1,967+507.2% |
| Participant deferral / active EE | $6,684 | $3,234+106.7% | $3,876+72.4% | $2,959+125.9% |
| Admin fee / account holder | $99 | $1,323-92.5% | $6,173-98.4% | $3,480-97.2% |