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| Provider | Service type | Compensation |
|---|---|---|
NORRIS PERNE & FRENCH2+ years Filed as: NORRIS, PERNE & FRENCH Service code 27 · EIN 38-1796242 | Advisory (Plan) | $36,099 |
MACATAWA BANK2+ years Service code 18 · EIN 38-6578658 | Custodial (other than securities) | $15,410 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 7.55% | 4.23%+3.3pp | 3.97%+3.6pp | 4.56%+3.0pp |
| Employer contribution / active EE | $2,845 | $16,147-82.4% | $28,168-89.9% | $15,526-81.7% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |