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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $49,305 |
PLANPILOT, LLC3 years Service code 28 · EIN 45-4168388 | Investment Management | $33,574 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,540 | $84,948+65.4% | $70,476+99.4% | $73,412+91.4% |
| Participation rate | 97.6% | 79.9%+17.6pp | 75.1%+22.5pp | 72.2%+25.4pp |
| Annual return | 12.57% | 13.39%-0.8pp | 109.12%-96.5pp | 59.30%-46.7pp |
| Employer contribution / active EE | $1,427 | $2,834-49.7% | $2,738-47.9% | $2,234-36.1% |
| Participant deferral / active EE | $4,592 | $3,387+35.6% | $3,710+23.8% | $3,806+20.7% |
| Admin fee / account holder | $125 | $98+27.2% | $3,847-96.8% | $158-21.0% |