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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC2+ years Filed as: PLANPILOT LLC Service code 16 · EIN 45-4168388 | Consulting | $19,578 |
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 | $74,570 | $68,408+9.0% | $57,196+30.4% | $57,658+29.3% |
| Participation rate | 91.1% | 79.1%+12.0pp | 75.3%+15.8pp | 70.2%+20.9pp |
| Annual return | 7.81% | 8.51%-0.7pp | 14.59%-6.8pp | 5.13%+2.7pp |
| Employer contribution / active EE | $3,067 | $2,869+6.9% | $2,683+14.3% | $1,974+55.4% |
| Participant deferral / active EE | $2,031 | $2,903-30.0% | $3,096-34.4% | $3,061-33.6% |
| Admin fee / account holder | $13 | $70-80.7% | $3,141-99.6% | $95-85.8% |