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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC2 years Service code 28 · EIN 80-0292839 | Investment Management | $24,721 |
MSPC4 years Filed as: MSPC CPA'S & ADVISORS Service code 10 · EIN 22-2951202 | Accounting | $5,863 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,394 | $44,764-0.8% | $68,815-35.5% | $64,829-31.5% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.0%+31.0pp | 71.5%+28.5pp |
| Annual return | -7.51% | -10.91%+3.4pp | -6.37%-1.1pp | 32.85%-40.4pp |
| Employer contribution / active EE | $5,131 | $1,775+189.0% | $2,656+93.2% | $2,507+104.7% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,943-100.0% | $4,312-100.0% |
| Admin fee / account holder | $391 | $151+158.1% | $4,936-92.1% | $188+107.9% |