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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 | Other services; Participant loan proc... | $3,373 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $296 |
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 | $99,632 | $58,726+69.7% | $92,240+8.0% | $62,293+59.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 21.53% | 43.62%-22.1pp | 176.29%-154.8pp | 28.90%-7.4pp |
| Employer contribution / active EE | $8,696 | $2,392+263.6% | $3,680+136.3% | $2,042+325.8% |
| Participant deferral / active EE | $7,005 | $2,766+153.3% | $3,897+79.7% | $3,169+121.0% |
| Admin fee / account holder | $228 | $556-59.1% | $5,194-95.6% | $479-52.5% |