Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $143,745 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $54,554 |
Filed as: WARNER NORCROSS & JUDD, LLP Service code 29 · EIN 38-1422647 | Legal | $21,581 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $15,153 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1357951 | Accounting | $5,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,219 | $37,884-51.9% | $79,467-77.1% | $75,289-75.8% |
| Participation rate | 88.1% | 65.0%+23.1pp | 73.3%+14.8pp | 72.4%+15.7pp |
| Annual return | -6.25% | 1.06%-7.3pp | 718.30%-724.6pp | -0.04%-6.2pp |
| Employer contribution / active EE | $1,168 | $1,680-30.5% | $2,800-58.3% | $2,405-51.4% |
| Participant deferral / active EE | $2,208 | $2,569-14.1% | $3,704-40.4% | $3,739-40.9% |
| Admin fee / account holder | $114 | $77+49.2% | $5,104-97.8% | $102+11.7% |