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| Provider | Service type | Compensation |
|---|---|---|
BEENE GARTER LLP1+ years Service code 64 56 GRANDVILLE AVENUE SW STE 100 · GRAND RAPIDS, MI 49503 | Recordkeeping Fees | $8,189 |
NATIONWIDE1+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $4,820 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,233 | $46,732-93.1% | $156,551-97.9% | $55,167-94.1% |
| Participation rate | 72.9% | 65.8%+7.1pp | 84.0%-11.1pp | 69.0%+3.9pp |
| Annual return | 6.54% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $166 | $2,105-92.1% | $5,501-97.0% | $1,963-91.5% |
| Participant deferral / active EE | $695 | $2,204-68.5% | $4,871-85.7% | $3,054-77.2% |
| Admin fee / account holder | $55 | $418-86.9% | $13,028-99.6% | $504-89.2% |