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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC6+ years Filed as: PLAN PILOT, LLC Service code 28 · EIN 45-4168388 | Investment Management | $14,153 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $11,900 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $150 |
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 | $225,682 | $66,813+237.8% | $100,530+124.5% | $73,493+207.1% |
| Participation rate | 98.2% | 77.5%+20.8pp | 79.4%+18.8pp | 70.7%+27.5pp |
| Annual return | 11.56% | 25.70%-14.1pp | 30.89%-19.3pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,927 | $2,147-10.2% | $3,418-43.6% | $2,270-15.1% |
| Participant deferral / active EE | $7,218 | $5,883+22.7% | $6,271+15.1% | $3,740+93.0% |
| Admin fee / account holder | $53 | $512-89.6% | $8,083-99.3% | $513-89.6% |