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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 | $65,084+85.5% | $67,681+78.3% | $64,340+87.6% |
| Participation rate | 99.3% | 66.7%+32.5pp | 73.7%+25.6pp | 55.2%+44.0pp |
| Annual return | 11.07% | 20.50%-9.4pp | 590.58%-579.5pp | 24.14%-13.1pp |
| Employer contribution / active EE | $5,185 | $2,398+116.2% | $2,678+93.6% | $1,862+178.5% |
| Participant deferral / active EE | $7,855 | $3,210+144.7% | $3,976+97.6% | $2,980+163.6% |
| Admin fee / account holder | $107 | $1,415-92.4% | $6,100-98.2% | $3,703-97.1% |