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| Provider | Service type | Compensation |
|---|---|---|
CASTLE VALUATION1 year Service code 34 · EIN 86-2075029 | Valuation (appraisals, etc.); Direct ... | $31,665 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1359751 | Accounting | $31,500 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-1530346 | Plan Administrator | $26,869 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,890 | $106,236-38.0% | $112,249-41.3% | $64,819+1.7% |
| Participation rate | 98.2% | 71.7%+26.5pp | 75.1%+23.1pp | 71.5%+26.7pp |
| Annual return | 36.02% | -6.02%+42.0pp | 27.48%+8.5pp | 32.84%+3.2pp |
| Employer contribution / active EE | $192 | $3,166-93.9% | $3,636-94.7% | $2,507-92.3% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $113 | $452-75.0% | $6,412-98.2% | $188-39.9% |