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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 28 45 OTTAWA AVE SW · GRAND RAPIDS, MI 49503 | Investment Management | $11,734 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,257 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,583 | $79,223+162.0% | $102,460+102.6% | $74,478+178.7% |
| Participation rate | 98.6% | 74.8%+23.9pp | 76.5%+22.1pp | 67.2%+31.4pp |
| Annual return | 7.11% | 54.98%-47.9pp | 29.47%-22.4pp | 1370.56%-1363.4pp |
| Employer contribution / active EE | $5,848 | $2,363+147.5% | $3,025+93.3% | $2,626+122.7% |
| Participant deferral / active EE | $5,385 | $4,417+21.9% | $5,056+6.5% | $4,350+23.8% |
| Admin fee / account holder | $93 | $2,003-95.3% | $9,460-99.0% | $1,946-95.2% |