Filed September 16, 2016
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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $15,800 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,108 | $176,491-48.4% | $95,952-5.0% | $90,288+0.9% |
| Participation rate | 76.8% | 86.6%-9.8pp | 77.1%-0.3pp | 73.4%+3.4pp |
| Annual return | 15.74% | 20.14%-4.4pp | 91.61%-75.9pp | 53.97%-38.2pp |
| Employer contribution / active EE | $307 | $2,789-89.0% | $2,541-87.9% | $2,524-87.8% |
| Participant deferral / active EE | $6,855 | $5,340+28.4% | $4,167+64.5% | $4,232+62.0% |
| Admin fee / account holder | $15 | $154-90.5% | $6,795-99.8% | $114-87.2% |