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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC1 year Service code 49 · EIN 60-6066913 223 W JACKSON BLVD · CHICAGO, IL 60606 | Other Services | $13,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,670 | $65,084+25.5% | $67,681+20.7% | $64,340+26.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 9.50% | 20.50%-11.0pp | 590.58%-581.1pp | 24.14%-14.6pp |
| Employer contribution / active EE | $2,673 | $2,398+11.4% | $2,678-0.2% | $1,862+43.6% |
| Participant deferral / active EE | $4,403 | $3,210+37.2% | $3,976+10.8% | $2,980+47.8% |
| Admin fee / account holder | $84 | $1,415-94.0% | $6,100-98.6% | $3,703-97.7% |