Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $52,353+129.8% | $120,225+0.1% | $82,448+45.9% |
| Participation rate | 98.9% | 58.3%+40.6pp | 69.6%+29.3pp | 68.1%+30.8pp |
| Annual return | 10.22% | 61.85%-51.6pp | 439.23%-429.0pp | 41.64%-31.4pp |
| Employer contribution / active EE | $2,958 | $1,510+95.9% | $3,475-14.9% | $2,551+15.9% |
| Participant deferral / active EE | $5,241 | $2,627+99.5% | $3,999+31.1% | $4,139+26.6% |
| Admin fee / account holder | $222 | $4,363-94.9% | $5,696-96.1% | $7,234-96.9% |