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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 | Other services; Participant loan proc... | $6,750 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $220 |
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 | $92,432 | $52,884+74.8% | $84,753+9.1% | $55,167+67.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.18% | 18.03%-10.8pp | 22.78%-15.6pp | 169.23%-162.0pp |
| Employer contribution / active EE | $8,626 | $2,233+286.2% | $3,574+141.3% | $1,963+339.5% |
| Participant deferral / active EE | $6,736 | $2,644+154.8% | $3,712+81.5% | $3,054+120.6% |
| Admin fee / account holder | $251 | $581-56.7% | $5,333-95.3% | $504-50.1% |