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 | $67,594+71.7% | $77,361+50.0% | $69,733+66.4% |
| Participation rate | 96.0% | 71.7%+24.3pp | 75.0%+21.0pp | 62.5%+33.5pp |
| Annual return | 11.30% | 19.20%-7.9pp | 1011.54%-1000.2pp | 15.22%-3.9pp |
| Employer contribution / active EE | $5,009 | $2,649+89.1% | $2,990+67.5% | $2,250+122.6% |
| Participant deferral / active EE | $6,904 | $3,401+103.0% | $3,911+76.5% | $3,054+126.0% |
| Admin fee / account holder | $183 | $1,159-84.2% | $5,894-96.9% | $3,102-94.1% |