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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC1+ years Filed as: PLANPILOT LLC Service code 16 · EIN 45-4168388 | Consulting | $35,090 |
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 | $80,223 | $67,166+19.4% | $57,356+39.9% | $55,191+45.4% |
| Participation rate | 98.8% | 77.7%+21.1pp | 75.1%+23.7pp | 69.2%+29.7pp |
| Annual return | 1.92% | 4.22%-2.3pp | 24.41%-22.5pp | 10.78%-8.9pp |
| Employer contribution / active EE | $3,997 | $2,812+42.1% | $2,689+48.7% | $1,899+110.5% |
| Participant deferral / active EE | $2,495 | $2,835-12.0% | $3,162-21.1% | $3,046-18.1% |
| Admin fee / account holder | $27 | $44-37.9% | $3,357-99.2% | $91-70.2% |