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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC1 year Filed as: PLAN PILOT, LLC Service code 17 · EIN 45-4168388 | Pension Consulting | $30,435 |
TIAA5 years Service code 65 · EIN 13-1624203 | Account Maintenance | $3,846 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,030 | $47,479+72.8% | $62,929+30.4% | $82,448-0.5% |
| Participation rate | 94.0% | 66.9%+27.1pp | 73.1%+20.9pp | 68.1%+25.9pp |
| Annual return | 12.69% | 20.34%-7.7pp | 1063.93%-1051.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,053 | $1,885+61.9% | $2,505+21.9% | $2,551+19.7% |
| Participant deferral / active EE | $4,950 | $2,870+72.4% | $3,888+27.3% | $4,139+19.6% |
| Admin fee / account holder | $89 | $3,804-97.7% | $5,065-98.2% | $7,234-98.8% |