Filed April 14, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 99 · EIN 13-1624203 | Other Fees | $64,385 |
PLANPILOT, LLC10+ years Filed as: PLAN PILOT, LLC Service code 13 · EIN 45-4168388 | Contract Administrator | $41,756 |
FORVIS, LLP3 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $23,782 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,698 | $91,695+53.4% | $67,575+108.2% | $77,736+81.0% |
| Participation rate | 95.2% | 76.0%+19.2pp | 72.9%+22.3pp | 70.6%+24.6pp |
| Annual return | 14.44% | 14.88%-0.4pp | 3528.98%-3514.5pp | 31.26%-16.8pp |
| Employer contribution / active EE | $3,770 | $3,189+18.2% | $2,736+37.8% | $2,728+38.2% |
| Participant deferral / active EE | $3,107 | $3,912-20.6% | $4,003-22.4% | $4,651-33.2% |
| Admin fee / account holder | $153 | $245-37.3% | $3,993-96.2% | $433-64.6% |