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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 | $67,594+209.2% | $77,361+170.2% | $69,733+199.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 10.33% | 19.20%-8.9pp | 1011.54%-1001.2pp | 15.22%-4.9pp |
| Employer contribution / active EE | $4,517 | $2,649+70.5% | $2,990+51.1% | $2,250+100.7% |
| Participant deferral / active EE | $7,131 | $3,401+109.6% | $3,911+82.3% | $3,054+133.5% |
| Admin fee / account holder | $584 | $1,159-49.6% | $5,894-90.1% | $3,102-81.2% |