Filed September 5, 2023 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $24,738 |
Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD. · GRAND RAPIDS, MI 49512 | Recordkeeping | $12,900 |
MANER COSTERISAN2 years Filed as: MANER COSTERIAN Service code 10 · EIN 38-2157642 2425 E. GRAND RIVER AVE. · LANSING, MI 489123291 | Accounting | $8,320 |
Filed as: TRANSAMERICA LIFE Service code 15 · EIN 39-0989781 | Recordkeeping | $930 |
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 | $49,200 | $136,307-63.9% | $177,840-72.3% | $73,493-33.1% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.7%+10.6pp | 70.7%+27.6pp |
| Annual return | 17.25% | 18.68%-1.4pp | 48.32%-31.1pp | 28.51%-11.3pp |
| Employer contribution / active EE | $3,360 | $3,712-9.5% | $5,919-43.2% | $2,270+48.0% |
| Participant deferral / active EE | $4,893 | $5,829-16.1% | $7,714-36.6% | $3,740+30.8% |
| Admin fee / account holder | $75 | $596-87.4% | $12,431-99.4% | $513-85.3% |