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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC1 year Filed as: PLAN PILOT LLC Service code 17 · EIN 45-4168388 | Pension Consulting | $7,833 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,245 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,487 | $48,327+87.2% | $67,575+33.9% | $80,935+11.8% |
| Participation rate | 95.0% | 66.4%+28.6pp | 72.9%+22.1pp | 67.7%+27.3pp |
| Annual return | 13.66% | 18.31%-4.7pp | 3528.98%-3515.3pp | 35.66%-22.0pp |
| Employer contribution / active EE | $4,195 | $2,022+107.4% | $2,736+53.3% | $2,757+52.2% |
| Participant deferral / active EE | $7,519 | $2,927+156.9% | $4,003+87.8% | $4,299+74.9% |
| Admin fee / account holder | $45 | $3,692-98.8% | $3,993-98.9% | $6,924-99.3% |