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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $13,554 |
PLANPILOT, LLC1 year Service code 27 · EIN 45-4168388 | Advisory (Plan) | $4,875 |
Service code 16 · EIN 26-1233837 | Consulting | $2,140 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,506 | $69,774+15.4% | $67,561+19.2% | $74,429+8.2% |
| Participation rate | 96.7% | 71.4%+25.4pp | 72.9%+23.8pp | 67.2%+29.5pp |
| Annual return | 14.54% | -40.53%+55.1pp | 3525.44%-3510.9pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $3,407 | $2,710+25.7% | $2,735+24.6% | $2,625+29.8% |
| Participant deferral / active EE | $3,369 | $3,636-7.4% | $4,003-15.8% | $4,348-22.5% |
| Admin fee / account holder | $54 | $890-94.0% | $4,006-98.7% | $1,944-97.2% |