Filed March 1, 2019
Total covered: 3 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 37 · EIN 13-1624203 | Loan Processing | $54,679 |
PLANPILOT, LLC2 years Service code 16 · EIN 45-4168388 | Consulting | $34,500 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $8,531 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,842 | $79,151+41.3% | $60,906+83.6% | $64,819+72.5% |
| Participation rate | 90.0% | 77.7%+12.3pp | 73.1%+16.9pp | 71.5%+18.5pp |
| Annual return | -11.15% | -7.12%-4.0pp | 16.94%-28.1pp | 32.84%-44.0pp |
| Employer contribution / active EE | $3,708 | $3,052+21.5% | $2,703+37.2% | $2,507+47.9% |
| Participant deferral / active EE | $3,763 | $3,727+1.0% | $3,814-1.3% | $4,311-12.7% |
| Admin fee / account holder | $108 | $106+2.4% | $3,227-96.6% | $188-42.4% |