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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $402,292 |
Filed as: MORRIS MANNING & MARTIN LLP Service code 29 · EIN 58-1269995 | Legal | $25,161 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $20,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Annual investment return 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 | $32,186 | $130,338-75.3% | $85,708-62.4% | $106,520-69.8% |
| Participation rate | 17.5% | 64.6%-47.1pp | 69.9%-52.4pp | 71.3%-53.8pp |
| Annual return | -4.11% | 14.40%-18.5pp | 21.49%-25.6pp | 19.28%-23.4pp |
| Employer contribution / active EE | $153 | $3,864-96.0% | $2,618-94.2% | $2,840-94.6% |
| Participant deferral / active EE | $554 | $4,160-86.7% | $3,922-85.9% | $4,948-88.8% |
| Admin fee / account holder | $74 | $114-35.4% | $6,876-98.9% | $75-1.3% |