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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,000 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $14,555 |
Service code 29 · EIN 38-1422647 | Legal | $6,588 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$79,438 |
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.
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 | $61,497 | $144,879-57.6% | $111,308-44.8% | $93,010-33.9% |
| Participation rate | 53.4% | 86.1%-32.7pp | 77.3%-23.9pp | 73.9%-20.5pp |
| Annual return | 17.32% | 18.11%-0.8pp | 54.67%-37.3pp | 158.70%-141.4pp |
| Employer contribution / active EE | $898 | $3,052-70.6% | $2,732-67.1% | $2,705-66.8% |
| Participant deferral / active EE | $3,127 | $5,576-43.9% | $4,487-30.3% | $4,561-31.4% |
| Admin fee / account holder | -$1 | $104-101.3% | $7,965-100.0% | $152-100.9% |