Filed March 24, 2022
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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 | $6,123 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,680 |
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 | $100,005 | $36,767+172.0% | $81,478+22.7% | $62,293+60.5% |
| Participation rate | 90.7% | 54.4%+36.3pp | 68.0%+22.8pp | 69.5%+21.2pp |
| Annual return | 18.67% | 173.80%-155.1pp | 38.78%-20.1pp | 28.90%-10.2pp |
| Employer contribution / active EE | $2,840 | $1,128+151.7% | $2,568+10.6% | $2,042+39.1% |
| Participant deferral / active EE | $6,532 | $2,111+209.5% | $3,537+84.7% | $3,169+106.1% |
| Admin fee / account holder | $200 | $797-74.9% | $4,561-95.6% | $479-58.3% |