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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC1+ years Service code 28 · EIN 45-4168388 | Investment Management | $7,800 |
TIAA1+ years Filed as: TIAA - TEACHERS INS. & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $6,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,078 | $67,166+32.6% | $57,347+55.3% | $55,191+61.4% |
| Participation rate | 98.4% | 77.7%+20.7pp | 75.1%+23.3pp | 69.2%+29.2pp |
| Annual return | 28.87% | 4.22%+24.7pp | 24.40%+4.5pp | 10.78%+18.1pp |
| Employer contribution / active EE | $5,188 | $2,812+84.5% | $2,689+93.0% | $1,899+173.3% |
| Participant deferral / active EE | $1,131 | $2,835-60.1% | $3,162-64.2% | $3,046-62.9% |
| Admin fee / account holder | $25 | $44-42.4% | $3,356-99.3% | $91-72.4% |