Filed April 14, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC1+ years Filed as: PLAN PILOT, LLC Service code 13 · EIN 45-4168388 | Contract Administrator | $28,875 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $15,750 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,238 | $67,166+49.2% | $57,343+74.8% | $55,191+81.6% |
| Participation rate | 97.9% | 77.7%+20.2pp | 75.1%+22.8pp | 69.2%+28.7pp |
| Annual return | 1.60% | 4.22%-2.6pp | 24.39%-22.8pp | 10.78%-9.2pp |
| Employer contribution / active EE | $3,323 | $2,812+18.2% | $2,689+23.6% | $1,899+75.0% |
| Participant deferral / active EE | $1,817 | $2,835-35.9% | $3,162-42.6% | $3,046-40.4% |
| Admin fee / account holder | $66 | $44+52.7% | $3,356-98.0% | $91-26.8% |