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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,966 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-3123123 | Consulting | $9,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $24,047 | $63,314-62.0% | $91,004-73.6% | $62,293-61.4% |
| Participation rate | 48.4% | 73.3%-24.9pp | 75.6%-27.2pp | 69.5%-21.1pp |
| Annual return | 13.63% | 21.00%-7.4pp | 4.60%+9.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $157 | $1,807-91.3% | $2,456-93.6% | $2,042-92.3% |
| Participant deferral / active EE | $1,765 | $2,944-40.0% | $3,548-50.2% | $3,169-44.3% |
| Admin fee / account holder | $249 | $468-46.8% | $5,417-95.4% | $479-48.1% |