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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Service code 50 · EIN 04-2647786 | Direct Payment | $31,427 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $28,660 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $18,648 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $735,478 | $58,264+1162.3% | $86,617+749.1% | $71,495+928.7% |
| Participation rate | 43.8% | 65.0%-21.2pp | 71.7%-28.0pp | 67.9%-24.2pp |
| Annual return | 16.00% | 21.63%-5.6pp | 591.91%-575.9pp | 28.85%-12.8pp |
| Employer contribution / active EE | $15,572 | $2,574+505.0% | $3,023+415.0% | $2,589+501.3% |
| Participant deferral / active EE | $8,900 | $3,436+159.0% | $4,437+100.6% | $4,291+107.4% |
| Admin fee / account holder | $644 | $1,057-39.0% | $5,613-88.5% | $1,588-59.4% |