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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 50 · EIN 38-2438760 | Direct Payment | $3,400 |
AMERICAN FUNDS2 years Service code 15 · EIN 95-1411037 | Recordkeeping | $1,010 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 312 EAST STREET · ROCHESTER, MI 483072013 | Insurance Broker | $0 |
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 | $25,983 | $62,583-58.5% | $76,767-66.2% | $64,173-59.5% |
| Participation rate | 72.5% | 72.8%-0.3pp | 77.0%-4.5pp | 69.6%+2.9pp |
| Annual return | -5.85% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $905 | $1,832-50.6% | $2,485-63.6% | $2,381-62.0% |
| Participant deferral / active EE | $1,603 | $3,145-49.0% | $3,852-58.4% | $3,470-53.8% |
| Admin fee / account holder | $63 | $4,667-98.7% | $6,675-99.1% | $4,887-98.7% |