Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $74,653 |
PLANPILOT, LLC7 years Service code 28 · EIN 45-4168388 | Investment Management | $26,000 |
SMITH & HOWARD, PC1 year Service code 10 · EIN 58-1250486 | Accounting | $11,000 |
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 | $141,936 | $91,680+54.8% | $67,524+110.2% | $77,692+82.7% |
| Participation rate | 94.4% | 76.0%+18.4pp | 72.9%+21.5pp | 70.6%+23.8pp |
| Annual return | 11.71% | 14.87%-3.2pp | 3519.41%-3507.7pp | 31.25%-19.5pp |
| Employer contribution / active EE | $2,734 | $3,186-14.2% | $2,7340% | $2,726+0.3% |
| Participant deferral / active EE | $4,309 | $3,909+10.2% | $4,001+7.7% | $4,648-7.3% |
| Admin fee / account holder | $145 | $176-18.0% | $4,001-96.4% | $431-66.4% |