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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC6+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 | Participant loan processing; Other se... | $8,719 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $424 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,410 | $69,383+106.7% | $101,271+41.6% | $73,493+95.1% |
| Participation rate | 98.7% | 68.4%+30.3pp | 75.8%+22.9pp | 70.7%+28.0pp |
| Annual return | 19.42% | 18.46%+1.0pp | 46.48%-27.1pp | 28.51%-9.1pp |
| Employer contribution / active EE | $5,257 | $2,628+100.0% | $3,660+43.6% | $2,270+131.6% |
| Participant deferral / active EE | $8,379 | $3,301+153.8% | $4,371+91.7% | $3,740+124.0% |
| Admin fee / account holder | $325 | $704-53.8% | $5,948-94.5% | $513-36.6% |