Filed July 21, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,251 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-1357951 | Consulting | $26,358 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $8,843 |
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 | $179,048 | $73,823+142.5% | $379,746-52.9% | $73,493+143.6% |
| Participation rate | 89.3% | 73.1%+16.1pp | 78.4%+10.8pp | 70.7%+18.6pp |
| Annual return | 19.89% | 29.06%-9.2pp | 34.90%-15.0pp | 28.51%-8.6pp |
| Employer contribution / active EE | $4,381 | $2,472+77.2% | $3,540+23.8% | $2,270+93.0% |
| Participant deferral / active EE | $9,580 | $4,038+137.2% | $6,024+59.0% | $3,740+156.2% |
| Admin fee / account holder | $415 | $607-31.7% | $7,927-94.8% | $513-19.1% |