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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-3123123 | Consulting | $55,611 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,981 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,847 | $62,561+29.2% | $105,218-23.2% | $52,331+54.5% |
| Participation rate | 58.0% | 70.4%-12.4pp | 77.2%-19.2pp | 68.1%-10.1pp |
| Annual return | -0.23% | 8.71%-8.9pp | 5.33%-5.6pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,041 | $2,137-51.3% | $3,255-68.0% | $1,882-44.7% |
| Participant deferral / active EE | $3,021 | $3,355-10.0% | $4,867-37.9% | $3,0220% |
| Admin fee / account holder | $594 | $198+199.5% | $6,992-91.5% | $592+0.5% |