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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $1,706,804 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Filed as: DIMEO SCHNEIDER Service code 27 500 WEST MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $100,000 |
WARNER NORCROSS & JUDD LLP5+ years Filed as: WARNER, NORCROSS & JUDD LLP Service code 29 · EIN 38-1422647 2000 TOWN CENTER · SOUTHFIELD, MI 480751318 | Legal | $90,732 |
NATIONAL CU SERVICES3 years Service code 23 2801 INTERNATIONAL LANE · MADISON, WI 53704 | Insurance services | $41,989 |
DOEREN MAYHEW5+ years Service code 10 305 W BIG BEAVER ROAD · TROY, MI 48084 | Accounting | $41,500 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,960 | $110,760-52.2% | $162,185-67.3% | $82,204-35.6% |
| Participation rate | 87.3% | 92.7%-5.3pp | 87.6%-0.2pp | 73.4%+13.9pp |
| Annual return | 23.13% | 22.97%+0.2pp | 115.61%-92.5pp | 26.31%-3.2pp |
| Employer contribution / active EE | $3,345 | $4,437-24.6% | $5,613-40.4% | $2,707+23.6% |
| Participant deferral / active EE | $3,301 | $6,652-50.4% | $7,297-54.8% | $4,246-22.3% |
| Admin fee / account holder | $141 | $65+116.4% | $10,844-98.7% | $76+86.5% |