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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $90,769 |
PLANPILOT, LLC8 years Service code 16 · EIN 45-4168388 | Consulting | $39,068 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,381 | $91,621+9.6% | $67,511+48.7% | $77,671+29.2% |
| Participation rate | 96.7% | 76.0%+20.7pp | 72.9%+23.8pp | 70.6%+26.1pp |
| Annual return | 11.42% | 14.87%-3.5pp | 3517.41%-3506.0pp | 31.21%-19.8pp |
| Employer contribution / active EE | $4,014 | $3,184+26.1% | $2,733+46.9% | $2,726+47.2% |
| Participant deferral / active EE | $5,280 | $3,906+35.2% | $4,000+32.0% | $4,648+13.6% |
| Admin fee / account holder | $121 | $176-31.3% | $3,999-97.0% | $430-71.9% |