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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 38-1357951 1321 OAKRIDGE DRIVE · FORT COLLINS, CO 80525 | Accounting | $19,500 |
Service code 64 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $18,875 |
ESOP LAW GROUP1 year Service code 29 FOUR EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Legal | $13,010 |
ABBOTT, STRINGHAM & LYNCH2 years Filed as: ABBOTT,STRINGHAM & LYNCH Service code 34 1530 MERIDIAN AVE · SAN JOSE, CA 95125 | Valuation (appraisals, etc.) | $6,880 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,284 | $101,672-51.5% | $147,117-66.5% | $74,478-33.8% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 19.28% | 8757.83%-8738.6pp | 420.54%-401.3pp | 1370.56%-1351.3pp |
| Employer contribution / active EE | $219 | $3,813-94.2% | $4,932-95.6% | $2,626-91.6% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $293 | $1,753-83.3% | $12,993-97.7% | $1,946-84.9% |