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 | $91,621+40.1% | $67,511+90.2% | $77,671+65.3% |
| Participation rate | 93.5% | 76.0%+17.5pp | 72.9%+20.6pp | 70.6%+22.9pp |
| Annual return | 11.48% | 14.87%-3.4pp | 3517.41%-3505.9pp | 31.21%-19.7pp |
| Employer contribution / active EE | $4,668 | $3,184+46.6% | $2,733+70.8% | $2,726+71.2% |
| Participant deferral / active EE | $5,063 | $3,906+29.6% | $4,000+26.6% | $4,648+8.9% |
| Admin fee / account holder | $177 | $176+0.2% | $3,999-95.6% | $430-59.0% |