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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $85,869 |
PLANPILOT, LLC10+ years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $56,534 |
BALLAST, INC9 years Service code 27 · EIN 26-1835420 | Advisory (Plan) | $8,981 |
FORVIS, LLP1 year Filed as: FORVIS, MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $7,087 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,945 | $91,695+38.4% | $67,575+87.9% | $77,736+63.3% |
| Participation rate | 91.1% | 76.0%+15.0pp | 72.9%+18.1pp | 70.6%+20.5pp |
| Annual return | 12.24% | 14.88%-2.6pp | 3528.98%-3516.7pp | 31.26%-19.0pp |
| Employer contribution / active EE | $5,541 | $3,189+73.8% | $2,736+102.6% | $2,728+103.1% |
| Participant deferral / active EE | $2,802 | $3,912-28.4% | $4,003-30.0% | $4,651-39.8% |
| Admin fee / account holder | $179 | $245-26.8% | $3,993-95.5% | $433-58.6% |