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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC1 year Service code 16 · EIN 45-4168388 | Consulting | $7,897 |
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $258 |
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 | $98,836 | $79,151+24.9% | $60,919+62.2% | $64,824+52.5% |
| Participation rate | 97.0% | 77.7%+19.3pp | 73.1%+23.9pp | 71.5%+25.6pp |
| Annual return | -11.87% | -7.12%-4.7pp | 16.96%-28.8pp | 32.84%-44.7pp |
| Employer contribution / active EE | $2,199 | $3,052-28.0% | $2,704-18.7% | $2,507-12.3% |
| Participant deferral / active EE | $3,868 | $3,727+3.8% | $3,814+1.4% | $4,311-10.3% |
| Admin fee / account holder | $9 | $106-91.5% | $3,228-99.7% | $188-95.2% |