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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $27,204 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL Service code 34 · EIN 03-6479908 | Direct payment from the plan; Valuati... | $16,387 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $14,326 |
NIXON PEABODY LLP4 years Service code 29 · EIN 16-0764720 | Legal | $5,110 |
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.)
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 | $42,610 | $54,573-21.9% | $90,970-53.2% | $73,497-42.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 15.26% | 16.69%-1.4pp | 134.60%-119.3pp | 28.51%-13.3pp |
| Employer contribution / active EE | $2,182 | $991+120.1% | $2,122+2.8% | $2,270-3.9% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $415 | $521-20.4% | $5,961-93.0% | $513-19.1% |