Filed November 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 27 · EIN 38-1357951 | Advisory (Plan) | $14,492 |
Service code 37 · EIN 04-2647786 | Loan Processing | $720 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,925 | $58,083+73.8% | $80,019+26.1% | $56,287+79.3% |
| Participation rate | 95.4% | 73.6%+21.8pp | 75.8%+19.6pp | 69.9%+25.6pp |
| Annual return | -3.53% | 34.61%-38.1pp | 11.22%-14.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $3,157 | $1,932+63.4% | $2,468+27.9% | $2,111+49.6% |
| Participant deferral / active EE | $2,732 | $3,135-12.9% | $3,686-25.9% | $3,350-18.4% |
| Admin fee / account holder | $126 | $623-79.7% | $6,521-98.1% | $521-75.8% |