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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $35,456 |
LAFLEUR & GODFREY LLC1 year Service code 27 2900 CHARLEVOIX DR STE 302 · GRAND RAPIDS, MI 49546 | Advisory (Plan) | $26,723 |
Service code 10 6617 CROSSING DR STE 100 · GRAND RAPIDS, MI 49508 | Accounting | $7,152 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $72,510 | $77,638-6.6% | $156,551-53.7% | $62,881+15.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.32% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $13,029 | $3,444+278.3% | $5,501+136.8% | $2,281+471.2% |
| Participant deferral / active EE | $12,153 | $3,046+299.0% | $4,871+149.5% | $3,203+279.4% |
| Admin fee / account holder | $505 | $5,561-90.9% | $13,028-96.1% | $4,296-88.2% |