Filed June 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN FINANCIAL ADVISORS LL Service code 27 · EIN 38-3123123 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,252 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,530 |
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 | $93,869 | $88,122+6.5% | $141,191-33.5% | $67,579+38.9% |
| Participation rate | 96.5% | 76.5%+20.1pp | 82.5%+14.1pp | 71.3%+25.3pp |
| Annual return | 24.51% | 75.40%-50.9pp | 71.41%-46.9pp | 378.56%-354.1pp |
| Employer contribution / active EE | $2,539 | $3,224-21.3% | $4,736-46.4% | $2,148+18.2% |
| Participant deferral / active EE | $5,884 | $5,958-1.2% | $6,710-12.3% | $3,539+66.3% |
| Admin fee / account holder | $31 | $131-76.2% | $10,264-99.7% | $142-78.1% |