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| Provider | Service type | Compensation |
|---|---|---|
SEQUOIA FINANCIAL ADVISORS2+ years Filed as: SEQUOIA FINANCIAL ADVISORS LLC Service code 28 · EIN 34-1913859 | Investment Management | $12,734 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $11,283 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN, LLP Service code 10 · EIN 38-1357951 | Accounting | $7,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,053 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,184 | $54,672+63.1% | $80,022+11.5% | - |
| Participation rate | 42.4% | 65.0%-22.6pp | 75.8%-33.4pp | - |
| Annual return | 9.22% | -8.02%+17.2pp | 11.22%-2.0pp | - |
| Employer contribution / active EE | $0 | $1,529-100.0% | $2,468-100.0% | - |
| Participant deferral / active EE | $1,257 | $2,794-55.0% | $3,686-65.9% | - |
| Admin fee / account holder | $649 | $4,207-84.6% | $6,521-90.0% | - |