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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 | $43,730+35.0% | $66,674-11.5% | $64,097-7.9% |
| Participation rate | 31.8% | 50.7%-18.9pp | 73.7%-41.8pp | 55.2%-23.3pp |
| Annual return | 12.89% | 53.62%-40.7pp | 321.24%-308.4pp | 34.64%-21.8pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,387 | $2,122-34.6% | $4,084-66.0% | $3,080-55.0% |
| Admin fee / account holder | $1 | $2,708-100.0% | $5,098-100.0% | $3,454-100.0% |