Filed June 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE MORAN FINANCIAL ADVISOR Service code 28 · EIN 38-3123123 | Investment Management | $20,000 |
Service code 29 · EIN 38-2995783 | Legal | $19,425 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $326,582-100.0% | $319,634-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 27.6%-27.6pp | 43.0%-43.0pp |
| Annual return | -18.70% | 204.13%-222.8pp | 175.18%-193.9pp | 259.17%-277.9pp |
| Employer contribution / active EE | $142,800 | $43,384+229.2% | $38,590+270.0% | $41,471+244.3% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,517-100.0% | $3,298-100.0% | $21,502-100.0% |