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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES PENSION ASSOCIATES Service code 37 · EIN 38-2438760 39723 W. TWELEVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Loan Processing | $7,992 |
AMERICAN FUNDS1+ years Service code 64 12711 N. MERIDIAN ST. · CARMEL, IN 460329181 | Recordkeeping Fees | $5,066 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,016 | $67,411-62.9% | $91,004-72.5% | $70,126-64.3% |
| Participation rate | 40.9% | 71.4%-30.5pp | 75.6%-34.7pp | 69.5%-28.6pp |
| Annual return | 16.93% | -40.16%+57.1pp | 4.60%+12.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $419 | $1,786-76.6% | $2,456-83.0% | $2,343-82.1% |
| Participant deferral / active EE | $1,175 | $2,823-58.4% | $3,548-66.9% | $3,332-64.7% |
| Admin fee / account holder | $353 | $4,236-91.7% | $5,417-93.5% | $4,645-92.4% |