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 | $69,774+74.7% | $67,561+80.4% | $74,429+63.8% |
| Participation rate | 99.4% | 71.4%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 17.18% | -40.53%+57.7pp | 3525.44%-3508.3pp | 1368.38%-1351.2pp |
| Employer contribution / active EE | $5,900 | $2,710+117.7% | $2,735+115.8% | $2,625+124.8% |
| Participant deferral / active EE | $7,169 | $3,636+97.2% | $4,003+79.1% | $4,348+64.9% |
| Admin fee / account holder | $95 | $890-89.3% | $4,006-97.6% | $1,944-95.1% |