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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 17 · EIN 38-3123123 | Pension Consulting | $8,472 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 14 · EIN 82-3967259 | Plan Administrator | $5,990 |
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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 | $0 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 14.41% | 20.91%-6.5pp | 793.01%-778.6pp | 627.08%-612.7pp |
| Employer contribution / active EE | $4,379 | $11,580-62.2% | $27,004-83.8% | $18,824-76.7% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |