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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $53,956 |
PLANPILOT, LLC5 years Service code 28 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Investment Management | $32,637 |
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 | $126,772 | $79,151+60.2% | $60,906+108.1% | $64,819+95.6% |
| Participation rate | 90.5% | 77.7%+12.8pp | 73.1%+17.4pp | 71.5%+19.0pp |
| Annual return | -11.37% | -7.12%-4.3pp | 16.94%-28.3pp | 32.84%-44.2pp |
| Employer contribution / active EE | $2,410 | $3,052-21.1% | $2,703-10.9% | $2,507-3.9% |
| Participant deferral / active EE | $4,603 | $3,727+23.5% | $3,814+20.7% | $4,311+6.8% |
| Admin fee / account holder | $117 | $106+10.2% | $3,227-96.4% | $188-38.0% |