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, LLC5 years Filed as: PLAN PILOT, LLC Service code 17 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Pension Consulting | $20,927 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $5,600 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $275 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,396 | $60,989+28.5% | $60,906+28.7% | $66,938+17.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -8.76% | -9.60%+0.8pp | 16.94%-25.7pp | 1.58%-10.3pp |
| Employer contribution / active EE | $241 | $2,661-91.0% | $2,703-91.1% | $2,545-90.5% |
| Participant deferral / active EE | $3,631 | $3,615+0.4% | $3,814-4.8% | $4,238-14.3% |
| Admin fee / account holder | $25 | $338-92.5% | $3,227-99.2% | $594-95.7% |