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| Provider | Service type | Compensation |
|---|---|---|
NORRIS PERNE & FRENCH1+ years Filed as: NORRIS PERNE AND FRENCH Service code 27 · EIN 38-1796242 | Advisory (Plan) | $24,702 |
MACATAWA BANK1+ years Service code 14 · EIN 38-3378283 | Plan Administrator | $17,887 |
MERCER1+ years Service code 11 · EIN 13-2936910 | Actuarial | $12,319 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | -3.57% | -5.77%+2.2pp | -3.43%-0.1pp | -2.16%-1.4pp |
| Employer contribution / active EE | $0 | $38,102-100.0% | $25,607-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |