Filed March 1, 2019
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $116,375 |
PLANPILOT, LLC5 years Service code 16 · EIN 45-4168388 | Consulting | $38,150 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $24,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,335 | $96,018+47.2% | $65,493+115.8% | $85,563+65.2% |
| Participation rate | 93.6% | 74.8%+18.7pp | 73.1%+20.5pp | 66.0%+27.6pp |
| Annual return | 14.04% | 14.51%-0.5pp | 982.45%-968.4pp | 31.51%-17.5pp |
| Employer contribution / active EE | $4,921 | $3,235+52.1% | $2,574+91.1% | $2,654+85.4% |
| Participant deferral / active EE | $5,289 | $4,055+30.4% | $3,961+33.5% | $4,375+20.9% |
| Admin fee / account holder | $172 | $271-36.5% | $5,028-96.6% | $834-79.4% |