Filed July 21, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-1357951 | Consulting | $33,455 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,830 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $157,072 | $57,384+173.7% | $106,387+47.6% | $56,287+179.1% |
| Participation rate | 82.6% | 71.3%+11.2pp | 77.5%+5.1pp | 69.9%+12.7pp |
| Annual return | -4.45% | 5.91%-10.4pp | 0.25%-4.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $3,823 | $2,348+62.8% | $3,520+8.6% | $2,111+81.1% |
| Participant deferral / active EE | $8,698 | $3,799+129.0% | $5,421+60.4% | $3,350+159.7% |
| Admin fee / account holder | $515 | $566-9.1% | $7,510-93.1% | $521-1.1% |