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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC2+ years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $32,448 |
BALLAST, INC1 year Service code 28 · EIN 26-1835420 | Investment Management | $7,246 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,009 | $68,408+33.0% | $57,196+59.1% | $57,658+57.8% |
| Participation rate | 53.9% | 79.1%-25.2pp | 75.3%-21.4pp | 70.2%-16.3pp |
| Annual return | 7.01% | 8.51%-1.5pp | 14.59%-7.6pp | 5.13%+1.9pp |
| Employer contribution / active EE | $2,559 | $2,869-10.8% | $2,683-4.6% | $1,974+29.7% |
| Participant deferral / active EE | $1,041 | $2,903-64.1% | $3,096-66.4% | $3,061-66.0% |
| Admin fee / account holder | $55 | $70-21.7% | $3,141-98.3% | $95-42.3% |