Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,868 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE MORAN Service code 26 · EIN 38-3123123 | Advisory (Participants) | $12,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,424 | $64,909+0.8% | $82,313-20.5% | $62,293+5.0% |
| Participation rate | 36.9% | 74.9%-37.9pp | 76.9%-40.0pp | 69.5%-32.6pp |
| Annual return | 13.17% | 21.18%-8.0pp | 25.88%-12.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $390 | $1,676-76.7% | $2,428-83.9% | $2,042-80.9% |
| Participant deferral / active EE | $1,881 | $3,103-39.4% | $3,706-49.3% | $3,169-40.7% |
| Admin fee / account holder | $482 | $440+9.7% | $5,608-91.4% | $479+0.6% |