Filed January 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 06-1050034 | Accounting | $296,070 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER & CO., INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $42,300 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 · EIN 38-1357951 | Accounting | $11,500 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,385 | $88,730-15.0% | $82,312-8.4% | $77,958-3.3% |
| Participation rate | 69.0% | 84.5%-15.5pp | 76.9%-7.9pp | 71.6%-2.6pp |
| Annual return | 17.83% | 20.88%-3.0pp | 25.88%-8.0pp | 20.87%-3.0pp |
| Employer contribution / active EE | $2,223 | $2,758-19.4% | $2,428-8.5% | $2,310-3.8% |
| Participant deferral / active EE | $4,433 | $4,634-4.3% | $3,706+19.6% | $3,537+25.3% |
| Admin fee / account holder | $98 | $74+32.5% | $5,608-98.3% | $97+0.7% |