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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $26,500 |
PASQUESI SHEPPARD LLC6 years Service code 10 · EIN 36-4049282 | Accounting | $20,750 |
PLANPILOT, LLC1 year Filed as: PLANPILOT LLC Service code 27 · EIN 45-4168388 | Advisory (Plan) | $7,200 |
Service code 16 · EIN 26-1233837 | Consulting | $2,140 |
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 | $112,576 | $69,774+61.3% | $67,561+66.6% | $74,429+51.3% |
| Participation rate | 99.3% | 71.4%+27.9pp | 72.9%+26.4pp | 67.2%+32.1pp |
| Annual return | 13.79% | -40.53%+54.3pp | 3525.44%-3511.6pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $5,930 | $2,710+118.8% | $2,735+116.8% | $2,625+125.9% |
| Participant deferral / active EE | $7,806 | $3,636+114.7% | $4,003+95.0% | $4,348+79.5% |
| Admin fee / account holder | $65 | $890-92.7% | $4,006-98.4% | $1,944-96.6% |