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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 | $64,705+174.4% | $62,929+182.2% | $67,986+161.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 10.76% | 20.31%-9.5pp | 1063.93%-1053.2pp | 31.67%-20.9pp |
| Employer contribution / active EE | $8,898 | $2,376+274.5% | $2,505+255.3% | $2,019+340.8% |
| Participant deferral / active EE | $5,845 | $3,198+82.8% | $3,888+50.3% | $3,358+74.1% |
| Admin fee / account holder | $58 | $1,428-95.9% | $5,065-98.9% | $3,203-98.2% |