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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC2 years Service code 16 · EIN 45-4168388 223 WEST JACKSON BLVD · CHICAGO, IL 60606 | Consulting | $30,031 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$29,875 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $116,020 | $77,816+49.1% | $123,552-6.1% | $64,173+80.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.32% | 12.49%-14.8pp | 119.20%-121.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $4,328 | $3,014+43.6% | $4,628-6.5% | $2,381+81.8% |
| Participant deferral / active EE | $6,967 | $5,240+33.0% | $6,426+8.4% | $3,470+100.8% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,285-100.0% | $4,887-100.0% |