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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFITS SERVICES, INC. Service code 11 · EIN 36-4291971 | Actuarial | $130,500 |
MACATAWA BANK4 years Filed as: MACATAWA BANK - RET PLAN SERVICES Service code 15 · EIN 38-3378283 | Recordkeeping | $78,309 |
WATKINS ROSS5 years Service code 11 · EIN 38-1477362 | Actuarial | $13,561 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 20.56% | 11.70%+8.9pp | 7.32%+13.2pp | 18.35%+2.2pp |
| Employer contribution / active EE | $6,168 | $9,106-32.3% | $23,426-73.7% | $14,669-57.9% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |