Filed October 18, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,173 | $91,710+148.8% | $67,560+237.7% | $77,762+193.4% |
| Participation rate | 99.2% | 76.0%+23.2pp | 72.9%+26.3pp | 70.6%+28.6pp |
| Annual return | 12.24% | 14.88%-2.6pp | 3533.50%-3521.3pp | 31.27%-19.0pp |
| Employer contribution / active EE | $10,371 | $3,187+225.4% | $2,737+279.0% | $2,728+280.2% |
| Participant deferral / active EE | $9,894 | $3,911+153.0% | $4,004+147.1% | $4,651+112.7% |
| Admin fee / account holder | $83 | $245-66.2% | $3,994-97.9% | $433-80.9% |