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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $36,769 |
PLANPILOT, LLC4 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $30,217 |
Filed as: KRONICK KALADA BERDY & CO Service code 10 · EIN 23-2667890 | Accounting | $9,400 |
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 | $108,260 | $69,774+55.2% | $67,561+60.2% | $74,429+45.5% |
| Participation rate | 99.5% | 71.4%+28.1pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 11.04% | -40.53%+51.6pp | 3525.44%-3514.4pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $2,544 | $2,710-6.1% | $2,735-7.0% | $2,625-3.1% |
| Participant deferral / active EE | $3,988 | $3,636+9.7% | $4,003-0.4% | $4,348-8.3% |
| Admin fee / account holder | $170 | $890-80.9% | $4,006-95.8% | $1,944-91.2% |