Filed July 19, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $126,109 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $32,000 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,760 |
Filed as: WILKINS FINSTON FRIEDMAN LAW GROUP Service code 29 · EIN 27-5546855 | Legal | $16,590 |
Filed as: FIDELITY INVESTEMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,097 | $107,401-22.6% | $146,649-43.3% | $106,520-22.0% |
| Participation rate | 73.3% | 78.6%-5.3pp | 80.1%-6.8pp | 71.3%+2.0pp |
| Annual return | 68.22% | 18.50%+49.7pp | 22.75%+45.5pp | 19.28%+48.9pp |
| Employer contribution / active EE | $905 | $2,794-67.6% | $4,137-78.1% | $2,840-68.1% |
| Participant deferral / active EE | $3,145 | $4,619-31.9% | $5,506-42.9% | $4,948-36.4% |
| Admin fee / account holder | $11 | $65-82.8% | $10,281-99.9% | $75-85.0% |