Filed June 24, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $31,527 |
PLANPILOT, LLC2+ years Filed as: PLANPILOT LLC Service code 27 · EIN 45-4168388 | Advisory (Plan) | $7,650 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,033 | $65,084+78.3% | $67,681+71.4% | $64,340+80.3% |
| Participation rate | 96.0% | 66.7%+29.2pp | 73.7%+22.2pp | 55.2%+40.7pp |
| Annual return | 11.30% | 20.50%-9.2pp | 590.58%-579.3pp | 24.14%-12.8pp |
| Employer contribution / active EE | $5,009 | $2,398+108.8% | $2,678+87.0% | $1,862+169.0% |
| Participant deferral / active EE | $6,904 | $3,210+115.1% | $3,976+73.7% | $2,980+131.7% |
| Admin fee / account holder | $183 | $1,415-87.1% | $6,100-97.0% | $3,703-95.1% |