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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $99,108 |
PLANPILOT, LLC5 years Service code 16 · EIN 45-4168388 | Consulting | $67,352 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $17,313 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,723 | $91,621+20.8% | $67,511+64.0% | $77,671+42.6% |
| Participation rate | 94.1% | 76.0%+18.1pp | 72.9%+21.2pp | 70.6%+23.5pp |
| Annual return | 8.79% | 14.87%-6.1pp | 3517.41%-3508.6pp | 31.21%-22.4pp |
| Employer contribution / active EE | $4,317 | $3,184+35.6% | $2,733+58.0% | $2,726+58.3% |
| Participant deferral / active EE | $4,794 | $3,906+22.7% | $4,000+19.8% | $4,648+3.1% |
| Admin fee / account holder | $121 | $176-31.4% | $3,999-97.0% | $430-71.9% |