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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 33-1498605 | Accounting | $19,750 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,236 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,875 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $847,139 | $58,241+1354.5% | $81,780+935.9% | $80,911+947.0% |
| Participation rate | 96.7% | 63.4%+33.2pp | 72.4%+24.3pp | 67.6%+29.0pp |
| Annual return | 12.19% | 41.73%-29.5pp | 776.27%-764.1pp | 35.63%-23.4pp |
| Employer contribution / active EE | $41,566 | $2,343+1673.8% | $2,914+1326.5% | $2,756+1408.3% |
| Participant deferral / active EE | $22,896 | $3,283+597.5% | $4,321+429.9% | $4,297+432.8% |
| Admin fee / account holder | $329 | $4,973-93.4% | $7,384-95.5% | $6,935-95.3% |