Filed September 18, 2023
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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 27 · EIN 38-1357951 | Advisory (Plan) | $61,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,609 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,563 |
Form 5500 reported that benefits due were not provided when due.
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 | $30,858 | $37,213-17.1% | $156,551-80.3% | $63,975-51.8% |
| Participation rate | 96.2% | 65.0%+31.2pp | 84.0%+12.2pp | 71.1%+25.1pp |
| Annual return | 6.71% | 47.89%-41.2pp | 32.23%-25.5pp | 48.65%-41.9pp |
| Employer contribution / active EE | $764 | $1,357-43.7% | $5,501-86.1% | $2,182-65.0% |
| Participant deferral / active EE | $2,667 | $2,070+28.8% | $4,871-45.3% | $3,356-20.5% |
| Admin fee / account holder | $64 | $56+13.4% | $13,028-99.5% | $70-9.3% |