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| Provider | Service type | Compensation |
|---|---|---|
WARNER NORCROSS & JUDD LLP4 years Service code 29 · EIN 38-1422647 | Legal | $124,697 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $75,000 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN Service code 10 · EIN 33-1498605 | Accounting | $19,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,657 | $110,258-31.4% | $102,460-26.2% | $200,096-62.2% |
| Participation rate | 58.7% | 86.3%-27.6pp | 76.5%-17.8pp | 72.0%-13.3pp |
| Annual return | 61.90% | 35.78%+26.1pp | 29.47%+32.4pp | 34.26%+27.6pp |
| Employer contribution / active EE | $1,873 | $3,605-48.0% | $3,025-38.1% | $3,038-38.4% |
| Participant deferral / active EE | $4,570 | $6,377-28.3% | $5,056-9.6% | $5,090-10.2% |
| Admin fee / account holder | $71 | $122-41.6% | $9,460-99.2% | $269-73.5% |