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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 | $91,695+20.8% | $67,575+63.9% | $77,736+42.4% |
| Participation rate | 94.1% | 76.0%+18.0pp | 72.9%+21.1pp | 70.6%+23.5pp |
| Annual return | 8.79% | 14.88%-6.1pp | 3528.98%-3520.2pp | 31.26%-22.5pp |
| Employer contribution / active EE | $4,317 | $3,189+35.4% | $2,736+57.8% | $2,728+58.3% |
| Participant deferral / active EE | $4,794 | $3,912+22.5% | $4,003+19.8% | $4,651+3.1% |
| Admin fee / account holder | $121 | $245-50.6% | $3,993-97.0% | $433-72.1% |