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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN Service code 26 · EIN 38-1357951 10 SOUTH RIVERSIDE PLAZA, 9TH FLOOR · CHICAGO, IL 60606 | Advisory (Participants) | $12,400 |
EMPLOYEE FIDUCIARY, LLC1 year Service code 26 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Advisory (Participants) | $6,347 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,088 | $91,198-79.1% | $178,503-89.3% | $79,856-76.1% |
| Participation rate | 80.8% | 69.2%+11.6pp | 81.9%-1.2pp | 69.6%+11.1pp |
| Annual return | 8.81% | 24.20%-15.4pp | 151.12%-142.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,781 | $3,237-45.0% | $5,202-65.8% | $3,741-52.4% |
| Admin fee / account holder | $269 | $6,748-96.0% | $13,987-98.1% | $5,306-94.9% |