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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $159,835 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $57,711 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 70 · EIN 38-1357951 | Consulting Fees | $43,499 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $317,928 | $36,916+761.2% | $156,551+103.1% | $57,658+451.4% |
| Participation rate | 99.2% | 63.4%+35.8pp | 84.0%+15.2pp | 70.2%+29.0pp |
| Annual return | 6.39% | 12.38%-6.0pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $25,192 | $1,571+1504.0% | $5,501+357.9% | $1,974+1176.4% |
| Participant deferral / active EE | $5,562 | $1,926+188.8% | $4,871+14.2% | $3,061+81.7% |
| Admin fee / account holder | $140 | $82+69.6% | $13,028-98.9% | $95+48.0% |