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| Provider | Service type | Compensation |
|---|---|---|
NORRIS PERNE & FRENCH3+ years Filed as: NORRIS, PERNE & FRENCH Service code 27 · EIN 38-1796242 | Advisory (Plan) | $37,117 |
MACATAWA BANK3+ years Service code 18 · EIN 38-6578658 | Custodial (other than securities) | $17,748 |
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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.
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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 15.30% | 11.00%+4.3pp | 9.39%+5.9pp | 10.41%+4.9pp |
| Employer contribution / active EE | $3,297 | $16,132-79.6% | $33,466-90.1% | $14,691-77.6% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |