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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $68,133 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $17,000 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $16,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,699 | $93,223-71.4% | $185,823-85.6% | $93,223-71.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 78.0%+22.0pp | 74.9%+25.1pp |
| Annual return | 13.44% | 19.29%-5.8pp | 35.95%-22.5pp | 19.29%-5.8pp |
| Employer contribution / active EE | $230 | $2,680-91.4% | $4,087-94.4% | $2,680-91.4% |
| Participant deferral / active EE | $1,611 | $4,563-64.7% | $5,632-71.4% | $4,563-64.7% |
| Admin fee / account holder | $53 | $79-32.9% | $9,500-99.4% | $79-32.9% |