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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $52,275 |
PLANPILOT, LLC3 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $33,525 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 58 · EIN 74-1625348 | Recordkeeping fees; Product terminati... | $14,408 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $61,897 | $91,695-32.5% | $67,575-8.4% | $77,736-20.4% |
| Participation rate | 91.9% | 76.0%+15.9pp | 72.9%+19.0pp | 70.6%+21.3pp |
| Annual return | 11.70% | 14.88%-3.2pp | 3528.98%-3517.3pp | 31.26%-19.6pp |
| Employer contribution / active EE | $3,099 | $3,189-2.8% | $2,736+13.3% | $2,728+13.6% |
| Participant deferral / active EE | $2,884 | $3,912-26.3% | $4,003-28.0% | $4,651-38.0% |
| Admin fee / account holder | $19 | $245-92.2% | $3,993-99.5% | $433-95.6% |