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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAM FINANCIAL ADVISORS Service code 10 · EIN 38-1357951 | Accounting | $37,889 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $29,314 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,232 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,929 | $78,422+140.9% | $95,952+96.9% | $79,858+136.6% |
| Participation rate | 77.5% | 73.5%+4.0pp | 77.1%+0.5pp | 69.6%+7.9pp |
| Annual return | 18.65% | 19.37%-0.7pp | 91.61%-73.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $356 | $1,945-81.7% | $2,541-86.0% | $2,471-85.6% |
| Participant deferral / active EE | $6,983 | $3,440+103.0% | $4,167+67.6% | $3,740+86.7% |
| Admin fee / account holder | $652 | $5,622-88.4% | $6,795-90.4% | $5,306-87.7% |