Filed March 1, 2019
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $91,953 |
PLANPILOT, LLC4 years Service code 16 · EIN 45-4168388 | Consulting | $53,098 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $38,859 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,388 | $91,692+40.0% | $67,561+90.0% | $77,714+65.2% |
| Participation rate | 93.5% | 76.0%+17.4pp | 72.9%+20.6pp | 70.6%+22.9pp |
| Annual return | 11.48% | 14.88%-3.4pp | 3525.44%-3514.0pp | 31.26%-19.8pp |
| Employer contribution / active EE | $4,668 | $3,188+46.4% | $2,735+70.7% | $2,727+71.2% |
| Participant deferral / active EE | $5,063 | $3,912+29.4% | $4,003+26.5% | $4,649+8.9% |
| Admin fee / account holder | $177 | $245-27.8% | $4,006-95.6% | $433-59.2% |