Filed September 18, 2023
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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN FINANCIAL ADVISORS LL Service code 27 · EIN 38-3123123 | Advisory (Plan) | $48,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,543 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,841 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,497 | $56,095-17.1% | $178,503-74.0% | $90,274-48.5% |
| Participation rate | 89.9% | 65.6%+24.3pp | 81.9%+7.9pp | 73.4%+16.5pp |
| Annual return | 19.18% | 28.81%-9.6pp | 151.12%-131.9pp | 53.97%-34.8pp |
| Employer contribution / active EE | $869 | $1,572-44.7% | $5,011-82.7% | $2,523-65.5% |
| Participant deferral / active EE | $3,524 | $2,669+32.1% | $5,202-32.3% | $4,231-16.7% |
| Admin fee / account holder | $53 | $101-47.4% | $13,987-99.6% | $114-53.6% |