Filed May 2, 2018 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $27,220 |
VISION ESOP VALUATION2 years Service code 34 · EIN 82-5516548 | Direct payment from the plan; Valuati... | $16,000 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 10 · EIN 38-2492570 | Accounting | $9,200 |
VARNUM LLP2 years Service code 29 · EIN 38-1294924 | Legal | $5,291 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,839 | $78,607-7.3% | $105,624-31.0% | $74,478-2.2% |
| Participation rate | 99.2% | 72.8%+26.4pp | 75.3%+23.9pp | 67.2%+32.0pp |
| Annual return | 12.50% | 15.96%-3.5pp | 116.20%-103.7pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $3,496 | $2,523+38.6% | $3,168+10.4% | $2,626+33.1% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $451 | $2,220-79.7% | $10,961-95.9% | $1,946-76.8% |