Filed March 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $23,497 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $14,500 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $8,975 |
PLANPILOT, LLC1 year Service code 17 · EIN 45-4168388 | Pension Consulting | $6,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,400 | $69,774+111.3% | $67,575+118.1% | $74,459+98.0% |
| Participation rate | 93.8% | 71.4%+22.4pp | 72.9%+20.9pp | 67.2%+26.6pp |
| Annual return | 10.93% | -40.53%+51.5pp | 3528.98%-3518.1pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $6,176 | $2,710+127.9% | $2,736+125.8% | $2,626+135.2% |
| Participant deferral / active EE | $9,555 | $3,636+162.8% | $4,003+138.7% | $4,350+119.7% |
| Admin fee / account holder | $92 | $890-89.6% | $3,993-97.7% | $1,945-95.2% |