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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,699 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-1357951 | Consulting | $11,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,350 | $50,898+0.9% | $171,082-70.0% | $55,167-6.9% |
| Participation rate | 25.7% | 63.3%-37.5pp | 76.7%-51.0pp | 69.0%-43.3pp |
| Annual return | 4.87% | 15.34%-10.5pp | 32.56%-27.7pp | 169.23%-164.4pp |
| Employer contribution / active EE | $369 | $1,433-74.3% | $4,002-90.8% | $1,963-81.2% |
| Participant deferral / active EE | $1,034 | $2,994-65.5% | $4,797-78.4% | $3,054-66.1% |
| Admin fee / account holder | $500 | $500+0.2% | $8,520-94.1% | $504-0.7% |