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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.
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 | $120,312 | $65,961+82.4% | $180,320-33.3% | $94,015+28.0% |
| Participation rate | 98.9% | 61.3%+37.6pp | 71.5%+27.4pp | 70.8%+28.1pp |
| Annual return | 10.22% | 14.27%-4.0pp | 778.54%-768.3pp | 17.84%-7.6pp |
| Employer contribution / active EE | $2,958 | $1,737+70.2% | $4,108-28.0% | $2,790+6.0% |
| Participant deferral / active EE | $5,241 | $3,003+74.5% | $4,304+21.8% | $4,249+23.3% |
| Admin fee / account holder | $222 | $4,901-95.5% | $10,000-97.8% | $8,951-97.5% |