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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 38-1357951 | Accounting | $58,600 |
ASCENSUS LLC2 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $39,324 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,605 |
THE BENEFIT PRACTICE1 year Service code 16 · EIN 13-4144565 | Consulting | $10,538 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,020 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,445 | $99,168-46.1% | $96,534-44.6% | $74,460-28.2% |
| Participation rate | 71.6% | 80.7%-9.1pp | 76.0%-4.4pp | 70.7%+0.9pp |
| Annual return | 21.06% | 22.40%-1.3pp | 25.88%-4.8pp | 34.38%-13.3pp |
| Employer contribution / active EE | $1,642 | $2,570-36.1% | $2,965-44.6% | $2,638-37.8% |
| Participant deferral / active EE | $6,679 | $4,936+35.3% | $4,851+37.7% | $4,530+47.4% |
| Admin fee / account holder | $418 | $225+85.9% | $8,253-94.9% | $348+20.1% |