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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC4+ years Filed as: PLAN PILOT, LLC Service code 28 · EIN 45-4168388 | Investment Management | $15,964 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $11,100 |
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 | $186,644 | $61,214+204.9% | $83,323+124.0% | $56,287+231.6% |
| Participation rate | 99.0% | 72.6%+26.4pp | 77.8%+21.2pp | 69.9%+29.1pp |
| Annual return | -3.12% | 0.42%-3.5pp | 10.63%-13.8pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,775 | $1,925+44.1% | $3,379-17.9% | $2,111+31.5% |
| Participant deferral / active EE | $6,043 | $5,091+18.7% | $5,565+8.6% | $3,350+80.4% |
| Admin fee / account holder | $55 | $512-89.2% | $7,539-99.3% | $521-89.4% |