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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT LAKES PENSION ASSOCIATES Service code 37 · EIN 38-2438760 39723 W. TWELVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Loan Processing | $8,549 |
AMERICAN FUNDS1 year Service code 32 12711 N. MERIDIAN ST. · CARMEL, IN 460329181 | Real estate brokerage | $2,265 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,126 | $30,599-76.7% | $74,583-90.4% | $57,658-87.6% |
| Participation rate | 55.6% | 49.1%+6.5pp | 68.1%-12.5pp | 70.2%-14.6pp |
| Annual return | 43.05% | 14.24%+28.8pp | 20.47%+22.6pp | 5.13%+37.9pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,354 | $1,805-25.0% | $3,458-60.8% | $3,061-55.8% |
| Admin fee / account holder | $57 | $98-41.9% | $4,138-98.6% | $95-39.8% |