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| Provider | Service type | Compensation |
|---|---|---|
TIAA11+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $32,594 |
PLANPILOT, LLC2 years Filed as: PLANPILOT LLC Service code 27 · EIN 45-4168388 | Advisory (Plan) | $7,650 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,699 | $64,705+86.5% | $62,929+91.8% | $67,986+77.5% |
| Participation rate | 99.3% | 65.6%+33.7pp | 73.1%+26.2pp | 57.2%+42.1pp |
| Annual return | 11.07% | 20.31%-9.2pp | 1063.93%-1052.9pp | 31.67%-20.6pp |
| Employer contribution / active EE | $5,185 | $2,376+118.2% | $2,505+107.0% | $2,019+156.8% |
| Participant deferral / active EE | $7,855 | $3,198+145.6% | $3,888+102.0% | $3,358+133.9% |
| Admin fee / account holder | $107 | $1,428-92.5% | $5,065-97.9% | $3,203-96.7% |