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| Provider | Service type | Compensation |
|---|---|---|
PREFERRED RESOURCE SOLUTIONS4+ years Service code 16 · EIN 27-3254630 6307 84TH ST STE D · CALENDONIA, MI 49316 | Consulting | $353,911 |
Service code 10 · EIN 38-2426290 360 E BELTLINE AVE NE · GRAND RAPIDS, MI 49506 | Accounting | $12,950 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $982 | $26,810-96.3% | $76,518-98.7% | $73,367-98.7% |
| Participation rate | 45.3% | 34.6%+10.7pp | 68.0%-22.7pp | 69.5%-24.1pp |
| Annual return | 4.40% | 17.04%-12.6pp | -0.27%+4.7pp | 173.45%-169.1pp |
| Employer contribution / active EE | $0 | $503-100.0% | $2,647-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $48 | $1,312-96.3% | $3,836-98.7% | $4,033-98.8% |
| Admin fee / account holder | $24 | $71-66.2% | $4,849-99.5% | $68-65.1% |