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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC3+ years Filed as: PLAN PILOT, LLC Service code 27 · EIN 45-4168388 | Advisory (Plan) | $25,661 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $10,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $201,628 | $59,535+238.7% | $90,161+123.6% | $62,293+223.7% |
| Participation rate | 94.4% | 73.0%+21.3pp | 76.9%+17.5pp | 69.5%+24.9pp |
| Annual return | 14.73% | 23.53%-8.8pp | 34.89%-20.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $2,398 | $1,826+31.3% | $3,318-27.7% | $2,042+17.4% |
| Participant deferral / active EE | $5,677 | $4,639+22.4% | $5,287+7.4% | $3,169+79.1% |
| Admin fee / account holder | $72 | $337-78.5% | $5,943-98.8% | $479-84.9% |