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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES PENSION SERVICES DBA Service code 15 · EIN 34-1373917 HILEMAN ASSOCIATES · TOLEDO, OH 43606 | Recordkeeping | $9,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,224 | $47,977-72.4% | $154,114-91.4% | $56,287-76.5% |
| Participation rate | 57.2% | 66.2%-8.9pp | 83.0%-25.8pp | 69.9%-12.6pp |
| Annual return | -7.20% | 3.54%-10.7pp | 735.16%-742.4pp | -9.96%+2.8pp |
| Employer contribution / active EE | $748 | $2,169-65.5% | $5,298-85.9% | $2,111-64.5% |
| Participant deferral / active EE | $1,113 | $2,392-53.5% | $5,081-78.1% | $3,350-66.8% |
| Admin fee / account holder | $72 | $438-83.5% | $13,411-99.5% | $521-86.1% |