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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC1 year Service code 16 223 WEST JACKSON BLVD · CHICAGO, IL 60606 | Consulting | $18,754 |
Filed as: FIDELITY INVESTMENTS INSTITUTIONA Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$14,850 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $85,766-100.0% | $136,298-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 81.9%-81.9pp | 69.5%-69.5pp |
| Annual return | 13.99% | 31.46%-17.5pp | 5156.27%-5142.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $4,143 | $2,966+39.7% | $4,696-11.8% | $2,343+76.9% |
| Participant deferral / active EE | $6,408 | $5,051+26.9% | $6,247+2.6% | $3,332+92.3% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |