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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $43,162 |
PLANPILOT, LLC2 years Service code 16 · EIN 45-4168388 | Consulting | $8,800 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,622 | $82,879+17.8% | $96,576+1.1% | $67,986+43.6% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.4%+7.9pp | 57.2%+32.1pp |
| Annual return | 15.60% | 36.90%-21.3pp | 38.47%-22.9pp | 31.67%-16.1pp |
| Employer contribution / active EE | $3,172 | $2,727+16.3% | $3,553-10.7% | $2,019+57.1% |
| Participant deferral / active EE | $7,875 | $6,976+12.9% | $7,956-1.0% | $3,358+134.5% |
| Admin fee / account holder | $169 | $2,783-93.9% | $11,381-98.5% | $3,203-94.7% |