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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $105,835 |
PLANPILOT, LLC1 year Filed as: PLAN PILOT Service code 27 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Advisory (Plan) | $101,475 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $42,366 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $29,343 |
Service code 29 · EIN 20-5657685 811 ROSLYN TER · EVANSTON, IL 602011723 | Legal | $5,975 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,570 | $105,179-5.3% | $64,110+55.3% | $80,187+24.2% |
| Participation rate | 97.4% | 73.5%+23.9pp | 72.3%+25.1pp | 72.9%+24.5pp |
| Annual return | 182.91% | 20.34%+162.6pp | 33.75%+149.2pp | 40.40%+142.5pp |
| Employer contribution / active EE | $1,339 | $3,311-59.6% | $2,751-51.3% | $2,980-55.1% |
| Participant deferral / active EE | $2,159 | $4,020-46.3% | $3,883-44.4% | $5,016-57.0% |
| Admin fee / account holder | $72 | $113-36.5% | $3,071-97.7% | $145-50.4% |