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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 33-1498605 | Accounting | $9,630 |
TIAA5+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $6,437 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,464 | $58,258+79.3% | $81,820+27.7% | $80,925+29.1% |
| Participation rate | 98.5% | 63.5%+35.0pp | 72.4%+26.1pp | 67.7%+30.8pp |
| Annual return | 11.49% | 41.76%-30.3pp | 777.93%-766.4pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,748 | $3,284+257.8% | $4,323+171.8% | $4,299+173.3% |
| Admin fee / account holder | $126 | $4,976-97.5% | $7,391-98.3% | $6,940-98.2% |