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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC1 year Service code 16 · EIN 45-4168388 | Consulting | $38,228 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,159 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $5,602 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,928 | $84,948-9.4% | $70,462+9.2% | $73,412+4.8% |
| Participation rate | 98.1% | 79.9%+18.2pp | 75.1%+23.0pp | 72.2%+25.9pp |
| Annual return | 12.03% | 13.39%-1.4pp | 109.08%-97.0pp | 59.30%-47.3pp |
| Employer contribution / active EE | $3,550 | $2,834+25.3% | $2,737+29.7% | $2,234+58.9% |
| Participant deferral / active EE | $3,145 | $3,387-7.2% | $3,710-15.2% | $3,806-17.4% |
| Admin fee / account holder | $43 | $98-56.1% | $3,845-98.9% | $158-72.7% |