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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 2501 SPRING ARBOR RD. · JACKSON, MI 49203 | Advisory (Plan) | $6,210 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,164 | $73,638-80.8% | $95,956-85.2% | $73,493-80.7% |
| Participation rate | 93.7% | 76.2%+17.5pp | 77.1%+16.6pp | 70.7%+23.0pp |
| Annual return | 38.44% | 16.78%+21.7pp | 91.63%-53.2pp | 28.51%+9.9pp |
| Employer contribution / active EE | $1,417 | $1,863-24.0% | $2,541-44.3% | $2,270-37.6% |
| Participant deferral / active EE | $3,096 | $3,617-14.4% | $4,167-25.7% | $3,740-17.2% |
| Admin fee / account holder | $67 | $482-86.1% | $6,797-99.0% | $513-86.9% |