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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC3 years Service code 16 · EIN 45-4168388 | Consulting | $37,635 |
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 | $77,742 | $95,542-18.6% | $69,483+11.9% | $67,582+15.0% |
| Participation rate | 97.8% | 79.4%+18.4pp | 74.6%+23.2pp | 71.3%+26.5pp |
| Annual return | 16.02% | 17.67%-1.7pp | 28.99%-13.0pp | 378.57%-362.6pp |
| Employer contribution / active EE | $3,043 | $2,989+1.8% | $2,780+9.5% | $2,148+41.7% |
| Participant deferral / active EE | $4,680 | $3,263+43.4% | $3,537+32.3% | $3,539+32.2% |
| Admin fee / account holder | $30 | $90-66.3% | $3,841-99.2% | $142-78.7% |