Filed February 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JENNER & BLOCK LLP1 year Service code 29 · EIN 36-2192554 | Legal | $59,938 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $29,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$330,352 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,842 | $80,211+48.2% | $74,184+60.2% | $63,975+85.8% |
| Participation rate | 84.2% | 84.2%+0.1pp | 76.6%+7.6pp | 71.1%+13.1pp |
| Annual return | 11.33% | 14.13%-2.8pp | 17.74%-6.4pp | 48.65%-37.3pp |
| Employer contribution / active EE | $3,534 | $2,553+38.4% | $2,370+49.1% | $2,182+62.0% |
| Participant deferral / active EE | $6,417 | $4,370+46.8% | $3,550+80.8% | $3,356+91.2% |
| Admin fee / account holder | $32 | $67-52.1% | $5,586-99.4% | $70-54.3% |