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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 37923 W. 12 MILE ROAD · FARMINGTON HILLS, MI 48331 | Contract Administrator; Direct paymen... | $7,317 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,299 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,778 | $89,123-49.8% | $102,460-56.3% | $77,762-42.4% |
| Participation rate | 42.8% | 80.9%-38.1pp | 76.5%-33.7pp | 70.6%-27.8pp |
| Annual return | 21.47% | 25.05%-3.6pp | 29.47%-8.0pp | 31.27%-9.8pp |
| Employer contribution / active EE | $0 | $2,700-100.0% | $3,025-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,601 | $5,148-30.1% | $5,056-28.8% | $4,651-22.6% |
| Admin fee / account holder | $53 | $236-77.7% | $9,460-99.4% | $433-87.8% |