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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 | $93,351+56.7% | $62,929+132.4% | $79,634+83.6% |
| Participation rate | 95.7% | 74.6%+21.1pp | 73.1%+22.6pp | 62.5%+33.2pp |
| Annual return | 14.32% | 14.37%0pp | 1063.93%-1049.6pp | 36.46%-22.1pp |
| Employer contribution / active EE | $2,503 | $3,135-20.1% | $2,505-0.1% | $2,529-1.0% |
| Participant deferral / active EE | $4,298 | $3,921+9.6% | $3,888+10.5% | $3,835+12.1% |
| Admin fee / account holder | $142 | $229-38.2% | $5,065-97.2% | $1,002-85.9% |