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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,345 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN,PLLC Service code 10 · EIN 38-1357951 | Accounting | $36,200 |
ASCENSUS LLC1 year Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $33,962 |
Filed as: FIDELITY INVESTMENTS INSTITUTIONA Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,064 | $72,303-36.3% | $86,698-46.9% | $64,819-28.9% |
| Participation rate | 63.7% | 80.4%-16.7pp | 76.6%-12.8pp | 71.5%-7.7pp |
| Annual return | -14.68% | 392.77%-407.5pp | 35.95%-50.6pp | 32.84%-47.5pp |
| Employer contribution / active EE | $1,449 | $2,393-39.5% | $2,837-48.9% | $2,507-42.2% |
| Participant deferral / active EE | $5,885 | $4,660+26.3% | $4,656+26.4% | $4,311+36.5% |
| Admin fee / account holder | $377 | $174+116.7% | $7,493-95.0% | $188+100.8% |