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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $32,756 |
PLANPILOT, LLC2 years Service code 27 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Advisory (Plan) | $19,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,323 | $60,989+59.6% | $60,899+59.8% | $66,930+45.4% |
| Participation rate | 97.0% | 74.5%+22.5pp | 73.1%+23.9pp | 69.8%+27.2pp |
| Annual return | -10.41% | -9.60%-0.8pp | 16.92%-27.3pp | 1.57%-12.0pp |
| Employer contribution / active EE | $1,946 | $2,661-26.9% | $2,702-28.0% | $2,545-23.5% |
| Participant deferral / active EE | $3,415 | $3,615-5.5% | $3,817-10.5% | $4,238-19.4% |
| Admin fee / account holder | $114 | $338-66.2% | $3,225-96.5% | $593-80.7% |