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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 | $65,072+25.5% | $66,439+22.9% | $65,306+25.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.5%+25.5pp | 57.7%+42.3pp |
| Annual return | 9.50% | 21.50%-12.0pp | 757.66%-748.2pp | 21.94%-12.4pp |
| Employer contribution / active EE | $2,673 | $2,475+8.0% | $2,637+1.4% | $1,967+35.9% |
| Participant deferral / active EE | $4,403 | $3,234+36.1% | $3,876+13.6% | $2,959+48.8% |
| Admin fee / account holder | $84 | $1,323-93.6% | $6,173-98.6% | $3,480-97.6% |