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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 | $64,705+26.2% | $62,929+29.8% | $67,986+20.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 9.50% | 20.31%-10.8pp | 1063.93%-1054.4pp | 31.67%-22.2pp |
| Employer contribution / active EE | $2,673 | $2,376+12.5% | $2,505+6.7% | $2,019+32.4% |
| Participant deferral / active EE | $4,403 | $3,198+37.7% | $3,888+13.2% | $3,358+31.1% |
| Admin fee / account holder | $84 | $1,428-94.1% | $5,065-98.3% | $3,203-97.4% |