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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $34,524 |
PLANPILOT, LLC5 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $33,338 |
Filed as: KRONICK KALADA BERDY & CO Service code 10 · EIN 23-2667890 | Accounting | $9,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,424 | $64,705+81.5% | $62,929+86.6% | $67,986+72.7% |
| Participation rate | 99.5% | 65.6%+33.9pp | 73.1%+26.4pp | 57.2%+42.3pp |
| Annual return | 13.22% | 20.31%-7.1pp | 1063.93%-1050.7pp | 31.67%-18.4pp |
| Employer contribution / active EE | $2,315 | $2,376-2.6% | $2,505-7.6% | $2,019+14.7% |
| Participant deferral / active EE | $3,805 | $3,198+19.0% | $3,888-2.1% | $3,358+13.3% |
| Admin fee / account holder | $69 | $1,428-95.2% | $5,065-98.6% | $3,203-97.8% |