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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 | $69,708+55.3% | $67,560+60.2% | $74,478+45.4% |
| Participation rate | 99.5% | 71.4%+28.1pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 11.04% | -40.67%+51.7pp | 3533.50%-3522.5pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $2,544 | $2,715-6.3% | $2,737-7.0% | $2,626-3.1% |
| Participant deferral / active EE | $3,988 | $3,637+9.7% | $4,004-0.4% | $4,350-8.3% |
| Admin fee / account holder | $170 | $887-80.8% | $3,994-95.7% | $1,946-91.3% |