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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $28,607 |
PLANPILOT, LLC1 year Filed as: PLANPILOT LLC Service code 16 · EIN 45-4168388 | Consulting | $23,040 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,312 | $53,516+124.8% | $126,539-4.9% | $84,808+41.9% |
| Participation rate | 98.9% | 58.2%+40.6pp | 69.8%+29.1pp | 68.3%+30.6pp |
| Annual return | 10.22% | 58.34%-48.1pp | 425.95%-415.7pp | 40.90%-30.7pp |
| Employer contribution / active EE | $2,958 | $1,535+92.7% | $3,674-19.5% | $2,631+12.4% |
| Participant deferral / active EE | $5,241 | $2,671+96.3% | $4,083+28.4% | $4,212+24.4% |
| Admin fee / account holder | $222 | $4,497-95.1% | $6,065-96.3% | $7,344-97.0% |