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 | $63,433+82.9% | $63,803+81.9% | $64,097+81.0% |
| Participation rate | 96.0% | 65.0%+30.9pp | 72.7%+23.3pp | 55.2%+40.8pp |
| Annual return | 11.30% | 20.74%-9.4pp | 543.72%-532.4pp | 34.64%-23.3pp |
| Employer contribution / active EE | $5,009 | $2,332+114.8% | $2,532+97.8% | $1,891+164.8% |
| Participant deferral / active EE | $6,904 | $3,119+121.4% | $3,843+79.7% | $3,080+124.2% |
| Admin fee / account holder | $183 | $1,489-87.7% | $5,196-96.5% | $3,454-94.7% |