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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 27 · EIN 38-1357951 | Advisory (Plan) | $42,998 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $35,082 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $338,995 | $37,196+811.4% | $154,114+120.0% | $55,725+508.3% |
| Participation rate | 99.2% | 64.1%+35.1pp | 83.0%+16.2pp | 70.9%+28.4pp |
| Annual return | -4.88% | 1319.68%-1324.6pp | 735.16%-740.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $28,775 | $1,614+1682.7% | $5,298+443.2% | $2,078+1284.6% |
| Participant deferral / active EE | $5,513 | $2,068+166.6% | $5,081+8.5% | $3,356+64.3% |
| Admin fee / account holder | $271 | $102+166.5% | $13,411-98.0% | $115+135.0% |