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| Provider | Service type | Compensation |
|---|---|---|
MACATAWA BANK10+ years Service code 26 · EIN 38-3378283 | Advisory (Participants) | $29,156 |
WINTRUST INVESTMENTS LLC1 year Filed as: WINTRUST Service code 26 · EIN 36-4221549 | Advisory (Participants) | $18,607 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,981-100.0% | - | $33,981-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 15.3%-15.3pp |
| Annual return | 8.82% | 7.00%+1.8pp | 11.15%-2.3pp | 9.75%-0.9pp |
| Employer contribution / active EE | $0 | $12,441-100.0% | $19,872-100.0% | $13,830-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | - | $2,810-100.0% |