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| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC1 year Filed as: PLAN PILOT LLC Service code 99 · EIN 45-4168388 | Other Fees | $28,077 |
Filed as: LANE GORMAN TRUBITT LLC Service code 99 · EIN 75-1044330 | Other Fees | $12,000 |
PLANPILOT, LLC1 year Filed as: PLAN PILOT, LLC Service code 99 · EIN 75-1451116 | Other Fees | $9,359 |
THE ALLOCATION COMPANY1 year Service code 99 · EIN 76-0354750 | Other Fees | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,007 | $64,705+223.0% | $62,929+232.1% | $67,986+207.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 10.33% | 20.31%-10.0pp | 1063.93%-1053.6pp | 31.67%-21.3pp |
| Employer contribution / active EE | $4,517 | $2,376+90.1% | $2,505+80.4% | $2,019+123.8% |
| Participant deferral / active EE | $7,131 | $3,198+123.0% | $3,888+83.4% | $3,358+112.4% |
| Admin fee / account holder | $584 | $1,428-59.1% | $5,065-88.5% | $3,203-81.8% |