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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $41,780 |
PLANPILOT, LLC1 year Service code 16 · EIN 45-4168388 | Consulting | $22,424 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,379 | $79,045+3.0% | $100,378-18.9% | $74,429+9.3% |
| Participation rate | 76.5% | 79.4%-3.0pp | 81.5%-5.0pp | 67.2%+9.3pp |
| Annual return | 14.56% | 20.61%-6.1pp | 49.41%-34.9pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $3,079 | $3,015+2.1% | $3,942-21.9% | $2,625+17.3% |
| Participant deferral / active EE | $7,188 | $7,751-7.3% | $8,087-11.1% | $4,348+65.3% |
| Admin fee / account holder | $191 | $1,335-85.7% | $7,899-97.6% | $1,944-90.2% |