Filed October 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $12,644 |
PLANPILOT, LLC1 year Service code 27 · EIN 45-4168388 | Advisory (Plan) | $3,500 |
Service code 16 · EIN 26-1233837 | Consulting | $2,140 |
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 | $87,452 | $69,774+25.3% | $67,561+29.4% | $74,429+17.5% |
| Participation rate | 93.3% | 71.4%+21.9pp | 72.9%+20.4pp | 67.2%+26.1pp |
| Annual return | 16.47% | -40.53%+57.0pp | 3525.44%-3509.0pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $4,272 | $2,710+57.6% | $2,735+56.2% | $2,625+62.8% |
| Participant deferral / active EE | $4,182 | $3,636+15.0% | $4,003+4.5% | $4,348-3.8% |
| Admin fee / account holder | $71 | $890-92.0% | $4,006-98.2% | $1,944-96.3% |