Filed February 27, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $100,935 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE MORAN FINANCIAL ADVISOR Service code 27 · EIN 38-1357951 | Advisory (Plan) | $24,028 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL Service code 27 · EIN 38-1357951 | Advisory (Plan) | $23,800 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,900 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FEDERATED2 years Service code 52 · EIN 25-1412886 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,282 | $46,219-19.3% | $89,435-58.3% | $90,274-58.7% |
| Participation rate | 37.4% | 44.9%-7.5pp | 68.0%-30.6pp | 73.4%-36.0pp |
| Annual return | 20.49% | 25.71%-5.2pp | 245.55%-225.1pp | 53.97%-33.5pp |
| Employer contribution / active EE | $757 | $953-20.6% | $2,587-70.8% | $2,523-70.0% |
| Participant deferral / active EE | $1,535 | $2,136-28.2% | $3,890-60.6% | $4,231-63.7% |
| Admin fee / account holder | $164 | $147+11.5% | $4,884-96.6% | $114+43.6% |