Filed May 22, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC8 years Filed as: PLAN PILOT, LLC Service code 27 · EIN 45-4168388 | Advisory (Plan) | $21,034 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $11,778 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $6,444 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,235 | $67,594+33.5% | $77,361+16.6% | $69,733+29.4% |
| Participation rate | 98.1% | 71.7%+26.4pp | 75.0%+23.2pp | 62.5%+35.7pp |
| Annual return | 9.78% | 19.20%-9.4pp | 1011.54%-1001.8pp | 15.22%-5.4pp |
| Employer contribution / active EE | $389 | $2,649-85.3% | $2,990-87.0% | $2,250-82.7% |
| Participant deferral / active EE | $3,300 | $3,401-3.0% | $3,911-15.6% | $3,054+8.0% |
| Admin fee / account holder | $118 | $1,159-89.8% | $5,894-98.0% | $3,102-96.2% |