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| Provider | Service type | Compensation |
|---|---|---|
PHILIP TAM1 year Filed as: PHILIP+RAE & ASOCIATES, CPA'S Service code 26 | Advisory (Participants) | $21,435 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN Service code 26 · EIN 38-1357951 10 SOUTH RIVERSIDE PLAZA, 9TH FLOOR · CHICAGO, IL 60606 | Advisory (Participants) | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,030 | $85,171-81.2% | $172,753-90.7% | $72,976-78.0% |
| Participation rate | 72.2% | 70.1%+2.2pp | 82.6%-10.4pp | 69.5%+2.7pp |
| Annual return | 16.12% | 27.32%-11.2pp | 803.00%-786.9pp | 81.02%-64.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,992 | $3,260-38.9% | $5,198-61.7% | $3,608-44.8% |
| Admin fee / account holder | $466 | $5,880-92.1% | $13,956-96.7% | $5,124-90.9% |