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| Provider | Service type | Compensation |
|---|---|---|
WARNER NORCROSS & JUDD LLP2 years Service code 29 · EIN 38-1422647 | Legal | $84,670 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $38,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,891 |
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 | $48,352 | $130,052-62.8% | $86,698-44.2% | $77,906-37.9% |
| Participation rate | 55.0% | 85.9%-30.9pp | 76.6%-21.6pp | 73.7%-18.7pp |
| Annual return | -16.38% | -12.73%-3.7pp | 35.96%-52.3pp | 12.16%-28.5pp |
| Employer contribution / active EE | $1,138 | $3,214-64.6% | $2,837-59.9% | $2,846-60.0% |
| Participant deferral / active EE | $3,540 | $5,741-38.3% | $4,656-24.0% | $4,805-26.3% |
| Admin fee / account holder | $51 | $132-61.4% | $7,492-99.3% | $133-61.6% |