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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC2 years Service code 28 · EIN 45-4168388 | Investment Management | $21,635 |
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 | $71,020 | $70,083+1.3% | $59,899+18.6% | $55,725+27.4% |
| Participation rate | 97.5% | 78.4%+19.2pp | 74.7%+22.8pp | 70.9%+26.7pp |
| Annual return | -2.71% | 3.13%-5.8pp | 3.46%-6.2pp | 244.93%-247.6pp |
| Employer contribution / active EE | $2,870 | $2,878-0.3% | $2,723+5.4% | $2,078+38.1% |
| Participant deferral / active EE | $4,900 | $3,079+59.2% | $3,402+44.0% | $3,356+46.0% |
| Admin fee / account holder | $17 | $70-75.2% | $3,592-99.5% | $115-84.9% |