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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN PLLC Service code 15 · EIN 38-1357951 | Recordkeeping | $19,304 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,235 | $43,550-26.0% | $63,244-49.0% | $52,331-38.4% |
| Participation rate | 85.2% | 65.7%+19.5pp | 71.0%+14.2pp | 68.1%+17.1pp |
| Annual return | 1.60% | 2.03%-0.4pp | -70.31%+71.9pp | 4.54%-2.9pp |
| Employer contribution / active EE | $490 | $1,351-63.7% | $2,322-78.9% | $1,882-73.9% |
| Participant deferral / active EE | $2,732 | $2,254+21.2% | $2,953-7.5% | $3,022-9.6% |
| Admin fee / account holder | $120 | $387-69.0% | $5,893-98.0% | $592-79.7% |