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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC8+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 13 37923 W. 12 MILE ROAD · FARMINGTON HILLS, MI 48331 | Contract Administrator | $5,125 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,739 | $51,226-41.9% | $82,744-64.1% | $66,938-55.6% |
| Participation rate | 63.4% | 67.9%-4.5pp | 72.6%-9.2pp | 69.8%-6.5pp |
| Annual return | -16.91% | -9.61%-7.3pp | 702.22%-719.1pp | 1.58%-18.5pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,872 | $3,460-45.9% | $4,395-57.4% | $4,238-55.8% |
| Admin fee / account holder | $45 | $416-89.1% | $5,325-99.1% | $594-92.3% |