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| Provider | Service type | Compensation |
|---|---|---|
PREFERRED RESOURCE SOLUTIONS3+ years Service code 16 · EIN 27-3254630 6307 84TH ST STE D · CALENDONIA, MI 49316 | Consulting | $415,357 |
Service code 10 · EIN 38-2426290 360 E BELTLINE AVE NE · GRAND RAPIDS, MI 49506 | Accounting | $10,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,052 | $29,988-96.5% | $81,473-98.7% | $80,976-98.7% |
| Participation rate | 41.3% | 32.0%+9.3pp | 68.0%-26.6pp | 68.3%-26.9pp |
| Annual return | 21.11% | 51.73%-30.6pp | 38.78%-17.7pp | 22.91%-1.8pp |
| Employer contribution / active EE | $0 | $470-100.0% | $2,568-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $76 | $1,209-93.7% | $3,537-97.8% | $3,848-98.0% |
| Admin fee / account holder | $27 | $63-56.3% | $4,561-99.4% | $67-59.3% |