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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN, LLP Service code 10 · EIN 38-1357951 | Accounting | $11,900 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $10,934 |
SEQUOIA FINANCIAL ADVISORS3+ years Filed as: SEQUOIA FINANCIAL ADVISORS LLC Service code 28 · EIN 34-1913859 | Investment Management | $9,757 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,000 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 81-3968784 | Investment Management | $3,054 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,691 | $66,319+35.2% | $93,621-4.2% | $65,185+37.6% |
| Participation rate | 22.5% | 74.0%-51.6pp | 75.8%-53.4pp | 70.2%-47.7pp |
| Annual return | 2.29% | 42.59%-40.3pp | 32.76%-30.5pp | 29.38%-27.1pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,719-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $957 | $3,343-71.4% | $4,070-76.5% | $3,514-72.8% |
| Admin fee / account holder | $809 | $6,900-88.3% | $7,890-89.7% | $847-4.5% |