Filed April 24, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $21,350 |
MONTICELLO ASSOCIATES5+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 28 · EIN 84-1205635 | Investment Management | $11,824 |
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 | $353,349 | $62,941+461.4% | $172,757+104.5% | $67,584+422.8% |
| Participation rate | 99.2% | 64.5%+34.7pp | 82.6%+16.5pp | 71.3%+27.9pp |
| Annual return | 20.33% | 30.36%-10.0pp | 803.06%-782.7pp | 378.59%-358.3pp |
| Employer contribution / active EE | $17,064 | $1,636+942.8% | $5,144+231.7% | $2,148+694.5% |
| Participant deferral / active EE | $18,086 | $2,145+743.0% | $5,198+248.0% | $3,540+411.0% |
| Admin fee / account holder | $37 | $167-78.1% | $13,956-99.7% | $142-74.3% |