Filed April 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC2 years Service code 28 · EIN 45-4168388 | Investment Management | $28,637 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $15,272 |
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 | $173,072 | $70,083+147.0% | $59,883+189.0% | $55,725+210.6% |
| Participation rate | 97.1% | 78.4%+18.8pp | 74.7%+22.4pp | 70.9%+26.3pp |
| Annual return | -2.56% | 3.13%-5.7pp | 3.46%-6.0pp | 244.93%-247.5pp |
| Employer contribution / active EE | $5,691 | $2,878+97.7% | $2,722+109.1% | $2,078+173.9% |
| Participant deferral / active EE | $5,273 | $3,079+71.3% | $3,402+55.0% | $3,356+57.1% |
| Admin fee / account holder | $50 | $70-28.6% | $3,591-98.6% | $115-56.4% |