Filed March 31, 2026
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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL Service code 27 · EIN 38-1357951 | Advisory (Plan) | $6,000 |
CENTENNIAL SECURITIES4+ years Service code 26 · EIN 38-2214928 | Advisory (Participants) | $5,168 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,069 |
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 | $44,751 | $59,191-24.4% | $76,767-41.7% | $56,289-20.5% |
| Participation rate | 92.7% | 75.2%+17.5pp | 77.0%+15.7pp | 69.9%+22.8pp |
| Annual return | -5.03% | 6.62%-11.7pp | 2.43%-7.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,193 | $1,759-32.2% | $2,485-52.0% | $2,111-43.5% |
| Participant deferral / active EE | $2,801 | $3,255-14.0% | $3,852-27.3% | $3,350-16.4% |
| Admin fee / account holder | $108 | $489-78.0% | $6,675-98.4% | $521-79.3% |