Filed April 24, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MONTICELLO ASSOCIATES1+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 28 · EIN 84-1205635 | Investment Management | $17,737 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $12,325 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $250,770 | $37,117+575.6% | $147,618+69.9% | $55,191+354.4% |
| Participation rate | 99.8% | 63.6%+36.2pp | 84.6%+15.2pp | 69.2%+30.6pp |
| Annual return | 1.40% | 3.44%-2.0pp | 61.98%-60.6pp | 10.78%-9.4pp |
| Employer contribution / active EE | $16,287 | $1,620+905.1% | $5,564+192.7% | $1,899+757.8% |
| Participant deferral / active EE | $16,944 | $1,985+753.4% | $4,895+246.1% | $3,046+456.2% |
| Admin fee / account holder | $40 | $86-53.0% | $11,612-99.7% | $91-55.7% |