Filed June 24, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $22,959 |
BLAZEK & VETTERLING1+ years Filed as: BLAZEK & VETTERLING LLP Service code 10 · EIN 76-0269860 | Accounting | $4,323 |
PLANPILOT, LLC1+ years Filed as: PLANPILOT LLC Service code 27 · EIN 45-4168388 | Advisory (Plan) | $4,200 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,124 |
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 | $105,972 | $69,774+51.9% | $67,575+56.8% | $74,459+42.3% |
| Participation rate | 96.8% | 71.4%+25.4pp | 72.9%+23.9pp | 67.2%+29.6pp |
| Annual return | 12.32% | -40.53%+52.9pp | 3528.98%-3516.7pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $4,847 | $2,710+78.8% | $2,736+77.2% | $2,626+84.6% |
| Participant deferral / active EE | $7,304 | $3,636+100.8% | $4,003+82.4% | $4,350+67.9% |
| Admin fee / account holder | $152 | $890-82.9% | $3,993-96.2% | $1,945-92.2% |