Filed November 14, 2019
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,277 |
WINDES, INC.5 years Service code 10 · EIN 95-3001179 | Accounting | $13,000 |
PLANPILOT, LLC1 year Service code 27 · EIN 45-4168388 | Advisory (Plan) | $7,425 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,901 | $69,708+74.9% | $67,560+80.4% | $74,478+63.7% |
| Participation rate | 99.4% | 71.4%+27.9pp | 72.9%+26.4pp | 67.2%+32.1pp |
| Annual return | 17.18% | -40.67%+57.8pp | 3533.50%-3516.3pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $5,900 | $2,715+117.3% | $2,737+115.6% | $2,626+124.7% |
| Participant deferral / active EE | $7,169 | $3,637+97.1% | $4,004+79.0% | $4,350+64.8% |
| Admin fee / account holder | $95 | $887-89.3% | $3,994-97.6% | $1,946-95.1% |