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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 |
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 | $67,594+78.6% | $77,361+56.0% | $69,733+73.1% |
| Participation rate | 99.3% | 71.7%+27.6pp | 75.0%+24.3pp | 62.5%+36.8pp |
| Annual return | 11.07% | 19.20%-8.1pp | 1011.54%-1000.5pp | 15.22%-4.2pp |
| Employer contribution / active EE | $5,185 | $2,649+95.7% | $2,990+73.4% | $2,250+130.4% |
| Participant deferral / active EE | $7,855 | $3,401+130.9% | $3,911+100.9% | $3,054+157.2% |
| Admin fee / account holder | $107 | $1,159-90.8% | $5,894-98.2% | $3,102-96.5% |