Filed April 24, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $88,905 |
MONTICELLO ASSOCIATES6+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 28 · EIN 84-1205635 | Investment Management | $17,737 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, L.L.C. Service code 16 · EIN 36-4171366 | Consulting | $16,501 |
NEAL FINANCIAL GROUP, LP1 year Filed as: NEAL, GERBER & EISENBERG, LLP Service code 29 · EIN 36-3532950 | Legal | $13,681 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $12,775 |
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 | $389,976 | $52,303+645.6% | $178,510+118.5% | $73,415+431.2% |
| Participation rate | 98.7% | 65.3%+33.4pp | 81.9%+16.8pp | 72.2%+26.5pp |
| Annual return | 14.05% | 34.76%-20.7pp | 151.13%-137.1pp | 59.30%-45.2pp |
| Employer contribution / active EE | $14,928 | $1,737+759.6% | $5,011+197.9% | $2,234+568.3% |
| Participant deferral / active EE | $19,379 | $2,334+730.3% | $5,202+272.5% | $3,806+409.2% |
| Admin fee / account holder | $147 | $127+15.3% | $13,988-99.0% | $158-7.0% |