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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $54,778 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN, PLCC Service code 10 · EIN 38-1357951 | Accounting | $40,379 |
Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $5,982 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,951 | $84,948-73.0% | $70,449-67.4% | $73,409-68.7% |
| Participation rate | 74.6% | 79.9%-5.4pp | 75.1%-0.5pp | 72.2%+2.4pp |
| Annual return | 14.82% | 13.39%+1.4pp | 109.03%-94.2pp | 59.29%-44.5pp |
| Employer contribution / active EE | $842 | $2,834-70.3% | $2,737-69.2% | $2,234-62.3% |
| Participant deferral / active EE | $1,652 | $3,387-51.2% | $3,709-55.5% | $3,805-56.6% |
| Admin fee / account holder | $206 | $98+110.4% | $3,845-94.6% | $158+30.7% |