Filed October 11, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC7 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 26300 NORTHWESTERN HIGHWAY #120 · SOUTHFIELD, MI 480763750 | Accounting | $20,671 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 949032121 | Advisory (Plan) | $14,831 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC RETIREMENT PARTNERS Service code 27 · EIN 99-2539506 | Advisory (Plan) | $14,668 |
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 | $191,227 | $106,247+80.0% | $147,096+30.0% | $77,714+146.1% |
| Participation rate | 88.9% | 78.4%+10.5pp | 82.2%+6.7pp | 70.6%+18.3pp |
| Annual return | 12.89% | 56.87%-44.0pp | 419.75%-406.9pp | 31.26%-18.4pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $11,331 | $7,996+41.7% | $8,071+40.4% | $4,649+143.7% |
| Admin fee / account holder | $115 | $338-65.9% | $13,005-99.1% | $433-73.4% |