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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $85,781 |
PLANPILOT, LLC8 years Service code 28 · EIN 45-4168388 | Investment Management | $26,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $146,239 | $86,795+68.5% | $67,681+116.1% | $64,728+125.9% |
| Participation rate | 95.7% | 71.7%+24.1pp | 73.7%+22.0pp | 57.9%+37.8pp |
| Annual return | 14.32% | 12.58%+1.7pp | 590.58%-576.3pp | 49.38%-35.1pp |
| Employer contribution / active EE | $2,503 | $2,837-11.8% | $2,678-6.5% | $2,243+11.6% |
| Participant deferral / active EE | $4,298 | $3,430+25.3% | $3,976+8.1% | $2,729+57.5% |
| Admin fee / account holder | $142 | $238-40.5% | $6,100-97.7% | $1,145-87.6% |