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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 46-6402532 | Directed Trustee | $55,000 |
APPLE GROWTH PARTNERS3+ years Service code 34 · EIN 34-1082617 | Valuation (appraisals, etc.) | $31,329 |
SES ADVISORS, INC.1 year Filed as: SES PLAN SERVICES Service code 14 · EIN 04-3760707 | Plan Administrator | $15,485 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $14,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,990 | $73,404+2.2% | $87,103-13.9% | $67,582+11.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | -17.75% | 48.29%-66.0pp | 28.19%-45.9pp | 378.57%-396.3pp |
| Employer contribution / active EE | $11,500 | $2,014+471.0% | $2,521+356.1% | $2,148+435.4% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $209 | $142+47.9% | $7,491-97.2% | $142+47.2% |