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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: FORTUNE FINANCIAL SERVICES INC. Service code 27 1010 3RD AVENUE · NEW BRIGHTON, PA 15066 | Advisory (Plan) | $24,787 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 99 56 CESAR E. CHAVEZ AVE SW #100 · GRAND RAPIDS, MI 495034036 | Other Fees | $4,300 |
WATKINS ROSS6 years Service code 13 · EIN 38-1477362 200 OTTAWA AVE NW · GRAND RAPIDS, MI 495032426 | Contract Administrator | $2,644 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $708 |
Filed as: RELIASTAR LIFE INSURANCE CO. Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,032 | $45,266+30.4% | $103,693-43.1% | $65,306-9.6% |
| Participation rate | 31.8% | 53.3%-21.5pp | 72.6%-40.8pp | 57.7%-25.8pp |
| Annual return | 12.89% | 25.10%-12.2pp | 47.61%-34.7pp | 21.94%-9.0pp |
| Employer contribution / active EE | $0 | $1,765-100.0% | $2,920-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,387 | $2,099-33.9% | $4,579-69.7% | $2,959-53.1% |
| Admin fee / account holder | $1 | $3,221-100.0% | $7,858-100.0% | $3,480-100.0% |