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, LLC2 years Filed as: PLAN PILOT, LLC Service code 17 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Pension Consulting | $17,846 |
MAULDIN & JENKINS1 year Service code 10 · EIN 58-0692043 200 GALLERIA PARKWAY SE · ATLANTA, GA 303395946 | Accounting | $5,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,879 | $60,795+28.1% | $69,455+12.1% | $65,185+19.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 4.84% | 17.46%-12.6pp | 28.97%-24.1pp | 29.38%-24.5pp |
| Employer contribution / active EE | $1,880 | $2,452-23.3% | $2,779-32.3% | $2,177-13.6% |
| Participant deferral / active EE | $4,545 | $3,162+43.7% | $3,535+28.5% | $3,514+29.3% |
| Admin fee / account holder | $68 | $314-78.3% | $3,839-98.2% | $847-92.0% |