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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $19,323 |
PLANPILOT, LLC2 years Filed as: PLAN PILOT, LLC Service code 28 · EIN 45-4168388 | Investment Management | $6,688 |
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 | $64,483 | $66,813-3.5% | $100,528-35.9% | $73,493-12.3% |
| Participation rate | 83.1% | 77.5%+5.6pp | 79.4%+3.7pp | 70.7%+12.4pp |
| Annual return | 16.07% | 25.70%-9.6pp | 30.90%-14.8pp | 28.51%-12.4pp |
| Employer contribution / active EE | $1,524 | $2,147-29.0% | $3,419-55.4% | $2,270-32.9% |
| Participant deferral / active EE | $7,419 | $5,883+26.1% | $6,271+18.3% | $3,740+98.4% |
| Admin fee / account holder | $77 | $512-85.0% | $8,084-99.1% | $513-85.0% |