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 | $65,072+78.3% | $66,439+74.6% | $65,306+77.7% |
| Participation rate | 96.0% | 69.1%+26.9pp | 74.5%+21.5pp | 57.7%+38.3pp |
| Annual return | 11.30% | 21.50%-10.2pp | 757.66%-746.4pp | 21.94%-10.6pp |
| Employer contribution / active EE | $5,009 | $2,475+102.3% | $2,637+89.9% | $1,967+154.6% |
| Participant deferral / active EE | $6,904 | $3,234+113.5% | $3,876+78.1% | $2,959+133.3% |
| Admin fee / account holder | $183 | $1,323-86.2% | $6,173-97.0% | $3,480-94.7% |