Filed April 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
KETTERING UNIVERSITY1 year Service code 28 · EIN 38-2410852 | Investment Management | $30,987 |
PLANPILOT, LLC1 year Service code 28 · EIN 45-4168388 | Investment Management | $8,750 |
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 | $184,022 | $74,552+146.8% | $63,018+192.0% | $69,631+164.3% |
| Participation rate | 98.7% | 78.3%+20.4pp | 74.8%+23.9pp | 70.7%+28.0pp |
| Annual return | 13.26% | 15.77%-2.5pp | 87.62%-74.4pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $5,699 | $2,929+94.6% | $2,761+106.4% | $2,032+180.4% |
| Participant deferral / active EE | $5,005 | $2,974+68.3% | $3,330+50.3% | $3,224+55.3% |
| Admin fee / account holder | $46 | $59-22.8% | $3,601-98.7% | $110-58.5% |