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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $150,000 |
GREENLEAF TRUST9+ years Service code 21 · EIN 38-3146104 | Bank Trustee | $52,054 |
WATKINS ROSS9+ years Service code 11 · EIN 38-1477362 | Actuarial | $23,804 |
MILLER JOHNSON3 years Service code 29 · EIN 38-1603110 | Legal | $11,018 |
Filed as: BRINK, KEY & CHLUDZINSKI Service code 10 · EIN 38-3061223 | Accounting | $11,000 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | 4.92% | 3.77%+1.2pp | 6.70%-1.8pp | 13.05%-8.1pp |
| Employer contribution / active EE | $0 | $35,747-100.0% | $25,217-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |