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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT LAKES PENSION SERVICES DBA Service code 15 · EIN 34-1373917 HILEMAN ASSOCIATES · TOLEDO, OH 43606 | Recordkeeping | $7,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,459 | $55,453-72.1% | $170,435-90.9% | $62,293-75.2% |
| Participation rate | 63.8% | 66.4%-2.5pp | 83.6%-19.8pp | 69.5%-5.7pp |
| Annual return | 18.32% | 21.38%-3.1pp | 205.94%-187.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $647 | $2,164-70.1% | $5,432-88.1% | $2,042-68.3% |
| Participant deferral / active EE | $986 | $2,303-57.2% | $4,939-80.0% | $3,169-68.9% |
| Admin fee / account holder | $69 | $455-84.9% | $13,881-99.5% | $479-85.7% |