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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 28 · EIN 39-0859910 | Investment Management | $7,900 |
PLANPILOT, LLC1+ years Filed as: PLAN PILOT, LLC Service code 28 · EIN 45-4168388 | Investment Management | $5,273 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,506 | $48,313+273.6% | $73,309+146.2% | $52,331+244.9% |
| Participation rate | 98.9% | 68.6%+30.3pp | 74.9%+23.9pp | 68.1%+30.7pp |
| Annual return | 2.71% | 3.85%-1.1pp | 5.67%-3.0pp | 4.54%-1.8pp |
| Employer contribution / active EE | $2,533 | $1,661+52.5% | $3,237-21.8% | $1,882+34.6% |
| Participant deferral / active EE | $6,630 | $4,189+58.3% | $4,991+32.8% | $3,022+119.4% |
| Admin fee / account holder | $27 | $404-93.3% | $5,635-99.5% | $592-95.4% |