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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $11,677 |
PLANPILOT, LLC2 years Service code 27 · EIN 45-4168388 223 W JACKSON BLVD STE 800 · CHICAGO, IL 606066913 | Advisory (Plan) | $7,650 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,581 | $63,433+179.9% | $63,803+178.3% | $64,097+177.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 55.2%+44.8pp |
| Annual return | 10.76% | 20.74%-10.0pp | 543.72%-533.0pp | 34.64%-23.9pp |
| Employer contribution / active EE | $8,898 | $2,332+281.6% | $2,532+251.4% | $1,891+370.4% |
| Participant deferral / active EE | $5,845 | $3,119+87.4% | $3,843+52.1% | $3,080+89.8% |
| Admin fee / account holder | $58 | $1,489-96.1% | $5,196-98.9% | $3,454-98.3% |