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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC4+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 | Participant loan processing; Contract... | $4,125 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $324 |
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 | $92,889 | $55,449+67.5% | $83,830+10.8% | $56,287+65.0% |
| Participation rate | 94.4% | 68.0%+26.4pp | 76.1%+18.2pp | 69.9%+24.5pp |
| Annual return | -6.58% | -1.38%-5.2pp | 850.97%-857.6pp | -9.96%+3.4pp |
| Employer contribution / active EE | $4,650 | $2,430+91.3% | $3,631+28.0% | $2,111+120.2% |
| Participant deferral / active EE | $7,828 | $2,935+166.7% | $4,082+91.8% | $3,350+133.7% |
| Admin fee / account holder | $242 | $656-63.1% | $5,479-95.6% | $521-53.5% |