Filed February 3, 2006 (most recent of 2 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 |
|---|---|---|
CMFG LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 39-0230590 | Contract Administrator | $1,878,095 |
BENEFIT & INVESTMENT CONCEPTS3+ years Service code 28 · EIN 59-2942308 | Investment Management | $100,173 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER Service code 27 500 WEST MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $80,000 |
WARNER NORCROSS & JUDD LLP3+ years Filed as: WARNER, NORCROSS & JUDD LLP Service code 29 · EIN 38-1422647 2000 TOWN CENTER SUITE 2700 · SOUTHFIELD, MI 480751318 | Legal | $75,606 |
NATIONAL CU SERVICES1 year Service code 23 2801 INTERNATIONAL LN · MADISON, WI 53704 | Insurance services | $45,892 |
DOEREN MAYHEW3+ years Service code 10 305 W BIG BEAVER ROAD · TROY, MI 48084 | Accounting | $37,500 |
MATRIX TRUST COMPANY3+ years Filed as: MATRIX Service code 28 · EIN 20-1591048 | Investment Management | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,904 | $96,400-44.1% | $149,718-64.0% | $177,276-69.6% |
| Participation rate | 82.4% | 88.9%-6.5pp | 87.1%-4.6pp | 74.8%+7.6pp |
| Annual return | 14.75% | 19.02%-4.3pp | 1501.63%-1486.9pp | 21.25%-6.5pp |
| Employer contribution / active EE | $3,342 | $3,680-9.2% | $5,445-38.6% | $2,479+34.8% |
| Participant deferral / active EE | $2,698 | $5,510-51.0% | $6,569-58.9% | $3,881-30.5% |
| Admin fee / account holder | $199 | $69+186.8% | $11,283-98.2% | $154+29.1% |