Filed April 24, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MONTICELLO ASSOCIATES3+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 28 · EIN 84-1205635 | Investment Management | $27,724 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $12,350 |
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 | $317,689 | $46,182+587.9% | $170,435+86.4% | $69,634+356.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 18.30% | 21.40%-3.1pp | 205.94%-187.6pp | 27572.26%-27554.0pp |
| Employer contribution / active EE | $16,556 | $1,610+928.3% | $5,432+204.8% | $2,032+714.7% |
| Participant deferral / active EE | $17,864 | $2,081+758.5% | $4,939+261.7% | $3,224+454.1% |
| Admin fee / account holder | $45 | $116-61.3% | $13,881-99.7% | $110-59.4% |