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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 | Claims processing; Other services; Pa... | $2,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $208 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $111,596 | $50,464+121.1% | $75,784+47.3% | $52,331+113.3% |
| Participation rate | 81.9% | 66.8%+15.1pp | 75.8%+6.1pp | 68.1%+13.8pp |
| Annual return | 0.52% | 1.03%-0.5pp | 9.68%-9.2pp | 4.54%-4.0pp |
| Employer contribution / active EE | $4,310 | $1,988+116.8% | $3,323+29.7% | $1,882+129.1% |
| Participant deferral / active EE | $6,754 | $2,570+162.8% | $3,652+85.0% | $3,022+123.5% |
| Admin fee / account holder | $119 | $1,103-89.2% | $5,300-97.8% | $592-79.9% |