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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC1 year Service code 27 · EIN 45-4168388 | Advisory (Plan) | $7,292 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,475 |
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 | $67,509 | $91,695-26.4% | $67,575-0.1% | $77,736-13.2% |
| Participation rate | 95.8% | 76.0%+19.8pp | 72.9%+22.9pp | 70.6%+25.3pp |
| Annual return | 13.77% | 14.88%-1.1pp | 3528.98%-3515.2pp | 31.26%-17.5pp |
| Employer contribution / active EE | $2,992 | $3,189-6.2% | $2,736+9.4% | $2,728+9.7% |
| Participant deferral / active EE | $1,936 | $3,912-50.5% | $4,003-51.6% | $4,651-58.4% |
| Admin fee / account holder | $7 | $245-97.0% | $3,993-99.8% | $433-98.3% |