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| Provider | Service type | Compensation |
|---|---|---|
REGULUS ADVISORS, LLC2 years Service code 27 2687 44TH ST SE STE 101 · KENTWOOD, MI 49512 | Advisory (Plan) | $69,105 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,397 | $56,095-67.2% | $178,510-89.7% | $90,274-79.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 16.07% | 28.81%-12.7pp | 151.13%-135.1pp | 53.97%-37.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $13,988-100.0% | $114-100.0% |