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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC5+ years Service code 10 · EIN 38-1359751 | Accounting | $20,802 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $15,600 |
BUSINESS APPRAISAL SERVICES, LLC5+ years Service code 34 · EIN 20-1218923 | Valuation (appraisals, etc.) | $15,153 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 18 · EIN 13-4994650 | Custodial (other than securities) | $2,194 |
FOSTER SWIFT COLLINS & SMITH4 years Service code 29 · EIN 38-1904703 | Legal | $957 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,107 | $66,601+42.8% | $92,909+2.4% | $67,579+40.7% |
| Participation rate | 99.7% | 72.5%+27.2pp | 76.0%+23.7pp | 71.3%+28.5pp |
| Annual return | 34.91% | 92.58%-57.7pp | 109.44%-74.5pp | 378.56%-343.6pp |
| Employer contribution / active EE | $5,905 | $2,775+112.8% | $3,653+61.6% | $2,148+174.9% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $132 | $199-33.6% | $5,795-97.7% | $142-7.1% |