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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC4+ years Filed as: PLANPILOT LLC Service code 16 · EIN 45-4168388 | Consulting | $24,765 |
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 | $67,941 | $70,083-3.1% | $59,887+13.4% | $55,725+21.9% |
| Participation rate | 97.8% | 78.4%+19.5pp | 74.7%+23.1pp | 70.9%+27.0pp |
| Annual return | -2.50% | 3.13%-5.6pp | 3.46%-6.0pp | 244.93%-247.4pp |
| Employer contribution / active EE | $3,148 | $2,878+9.4% | $2,722+15.7% | $2,078+51.5% |
| Participant deferral / active EE | $2,687 | $3,079-12.7% | $3,402-21.0% | $3,356-19.9% |
| Admin fee / account holder | $14 | $70-79.6% | $3,591-99.6% | $115-87.5% |