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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $16,819 |
PLANPILOT, LLC1 year Filed as: PLANPILOT Service code 26 · EIN 45-4168388 223 W JACKSON BLVD SUITE 800 · CHICAGO, IL 606066913 | Advisory (Participants) | $16,698 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,217 | $60,795+61.6% | $69,461+41.4% | $65,185+50.7% |
| Participation rate | 99.0% | 74.9%+24.2pp | 74.6%+24.4pp | 70.2%+28.8pp |
| Annual return | 15.85% | 17.46%-1.6pp | 28.97%-13.1pp | 29.38%-13.5pp |
| Employer contribution / active EE | $3,420 | $2,452+39.5% | $2,779+23.0% | $2,177+57.1% |
| Participant deferral / active EE | $2,965 | $3,162-6.2% | $3,536-16.1% | $3,514-15.6% |
| Admin fee / account holder | $76 | $314-75.7% | $3,840-98.0% | $847-91.0% |