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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC5+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 | Contract Administrator; Other service... | $10,958 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $362 |
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 | $120,546 | $63,114+91.0% | $92,909+29.7% | $65,185+84.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 25.22% | 28.75%-3.5pp | 109.44%-84.2pp | 29.38%-4.2pp |
| Employer contribution / active EE | $4,694 | $2,571+82.6% | $3,653+28.5% | $2,177+115.6% |
| Participant deferral / active EE | $7,557 | $3,108+143.1% | $4,238+78.3% | $3,514+115.1% |
| Admin fee / account holder | $285 | $624-54.3% | $5,795-95.1% | $847-66.3% |