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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 | $92,071+58.8% | $63,803+129.2% | $71,012+105.9% |
| Participation rate | 95.7% | 73.7%+22.1pp | 72.7%+23.0pp | 58.6%+37.2pp |
| Annual return | 14.32% | 13.14%+1.2pp | 543.72%-529.4pp | 37.67%-23.4pp |
| Employer contribution / active EE | $2,503 | $3,085-18.9% | $2,532-1.2% | $2,348+6.6% |
| Participant deferral / active EE | $4,298 | $3,765+14.2% | $3,843+11.8% | $3,246+32.4% |
| Admin fee / account holder | $142 | $227-37.5% | $5,196-97.3% | $1,167-87.9% |