Filed November 9, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CENTENNIAL SECURITIES2+ years Service code 26 · EIN 38-2214928 5099 S DIVISION · GRAND RAPIDS, MI 49546 | Advisory (Participants) | $11,974 |
PATHWAY BENEFIT SERVICES2+ years Filed as: PATHWAY INVESTMENTS Service code 15 · EIN 38-2696931 5099 S DIVISION · GRAND RAPIDS, MI 49548 | Recordkeeping | $300 |
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 | $37,993 | $42,546-10.7% | $71,796-47.1% | $55,167-31.1% |
| Participation rate | 68.7% | 59.1%+9.6pp | 69.1%-0.4pp | 69.0%-0.3pp |
| Annual return | 8.02% | 12.36%-4.3pp | 78.04%-70.0pp | 169.23%-161.2pp |
| Employer contribution / active EE | $237 | $803-70.5% | $1,924-87.7% | $1,963-87.9% |
| Participant deferral / active EE | $1,277 | $2,064-38.1% | $2,794-54.3% | $3,054-58.2% |
| Admin fee / account holder | $77 | $650-88.2% | $4,815-98.4% | $504-84.7% |