Filed April 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $46,649 |
PLANPILOT, LLC4 years Service code 28 · EIN 45-4168388 | Investment Management | $36,397 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $13,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $210,540 | $84,948+147.8% | $70,462+198.8% | $73,412+186.8% |
| Participation rate | 98.2% | 79.9%+18.3pp | 75.1%+23.1pp | 72.2%+26.0pp |
| Annual return | 13.23% | 13.39%-0.2pp | 109.08%-95.8pp | 59.30%-46.1pp |
| Employer contribution / active EE | $6,016 | $2,834+112.3% | $2,737+119.8% | $2,234+169.3% |
| Participant deferral / active EE | $5,507 | $3,387+62.6% | $3,710+48.4% | $3,806+44.7% |
| Admin fee / account holder | $390 | $98+297.3% | $3,845-89.9% | $158+146.9% |