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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 | $56,431+113.2% | $130,788-8.0% | $87,485+37.5% |
| Participation rate | 98.9% | 58.9%+39.9pp | 70.1%+28.8pp | 68.9%+30.0pp |
| Annual return | 10.22% | 91.27%-81.0pp | 386.44%-376.2pp | 26.06%-15.8pp |
| Employer contribution / active EE | $2,958 | $1,549+90.9% | $3,558-16.9% | $2,596+13.9% |
| Participant deferral / active EE | $5,241 | $2,749+90.6% | $4,137+26.7% | $4,274+22.6% |
| Admin fee / account holder | $222 | $4,433-95.0% | $6,673-96.7% | $7,775-97.1% |