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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC1+ years Filed as: PLAN PILOT LLC Service code 51 · EIN 45-4168388 | Investment Mgmt Fees | $31,072 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE Service code 51 · EIN 13-1624203 | Investment Mgmt Fees | $10,466 |
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 | $87,193 | $70,083+24.4% | $59,899+45.6% | $55,725+56.5% |
| Participation rate | 93.9% | 78.4%+15.5pp | 74.7%+19.2pp | 70.9%+23.0pp |
| Annual return | -3.33% | 3.13%-6.5pp | 3.46%-6.8pp | 244.93%-248.3pp |
| Employer contribution / active EE | $5,010 | $2,878+74.1% | $2,723+84.0% | $2,078+141.1% |
| Participant deferral / active EE | $2,005 | $3,079-34.9% | $3,402-41.1% | $3,356-40.3% |
| Admin fee / account holder | $218 | $70+210.4% | $3,592-93.9% | $115+89.5% |