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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $34,808 |
PLANPILOT, LLC4 years Filed as: PLAN PILOT, LLC Service code 16 · EIN 45-4168388 | Consulting | $9,845 |
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 | $63,688 | $58,320+9.2% | $86,438-26.3% | $66,938-4.9% |
| Participation rate | 85.0% | 78.6%+6.4pp | 80.3%+4.7pp | 69.8%+15.2pp |
| Annual return | -14.75% | -9.71%-5.0pp | 4397.19%-4411.9pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,436 | $2,615-6.8% | $3,769-35.4% | $2,545-4.3% |
| Participant deferral / active EE | $6,077 | $6,899-11.9% | $6,952-12.6% | $4,238+43.4% |
| Admin fee / account holder | $135 | $546-75.3% | $6,733-98.0% | $594-77.3% |