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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC4 years Service code 16 · EIN 45-4168388 | Consulting | $24,960 |
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 | $86,480 | $84,948+1.8% | $70,494+22.7% | $73,412+17.8% |
| Participation rate | 94.1% | 79.9%+14.1pp | 75.1%+19.0pp | 72.2%+21.9pp |
| Annual return | 11.90% | 13.39%-1.5pp | 109.16%-97.3pp | 59.30%-47.4pp |
| Employer contribution / active EE | $1,590 | $2,834-43.9% | $2,738-41.9% | $2,234-28.8% |
| Participant deferral / active EE | $4,726 | $3,387+39.5% | $3,711+27.4% | $3,806+24.2% |
| Admin fee / account holder | $20 | $98-79.3% | $3,848-99.5% | $158-87.1% |