Filed March 19, 2026
Total covered: 1 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $27,495 |
PLANPILOT, LLC2 years Service code 15 · EIN 45-4168388 223 W JACKSON BLVD STE 800 · CHICAGO, IL 606066913 | Recordkeeping | $6,524 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,673 | $52,450+88.1% | $129,397-23.7% | $74,429+32.6% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 11.01% | 15.65%-4.6pp | 9453.98%-9443.0pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $3,448 | $1,532+125.0% | $4,154-17.0% | $2,625+31.4% |
| Participant deferral / active EE | $4,718 | $2,797+68.7% | $4,167+13.2% | $4,348+8.5% |
| Admin fee / account holder | $99 | $2,636-96.3% | $7,679-98.7% | $1,944-94.9% |