Filed October 18, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,572 |
EISNERAMPER LLP10+ years Service code 10 · EIN 87-1363769 | Accounting | $17,850 |
PLANPILOT, LLC1 year Service code 27 · EIN 45-4168388 | Advisory (Plan) | $8,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,173 | $91,762+148.7% | $67,502+238.0% | $77,643+193.9% |
| Participation rate | 99.2% | 75.9%+23.3pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 12.24% | 14.87%-2.6pp | 3512.12%-3499.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $10,371 | $3,181+226.0% | $2,731+279.8% | $2,726+280.5% |
| Participant deferral / active EE | $9,894 | $3,903+153.5% | $4,000+147.4% | $4,647+112.9% |
| Admin fee / account holder | $83 | $176-53.0% | $3,998-97.9% | $430-80.8% |