Filed November 24, 2009 (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 |
|---|---|---|
Filed as: FIFTH-THIRD BANK RETIREMENT SVCS Service code 19 · EIN 38-6049660 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $56,570 |
HUNTINGTON NATIONAL BANK6+ years Filed as: THE HUNTINGTON NATIONAL BANK Service code 19 · EIN 38-6062694 101 E. MAIN ST. · ZEELAND, MI 49464 | Securities Custodian | $24,854 |
WATKINS ROSS1 year Service code 11 · EIN 38-1477362 200 OTTAWA AVE NW STE 600 · GRAND RAPIDS, MI 49503 | Actuarial | $24,615 |
Filed as: WARNER NORCROSS + JUDD LLP Service code 29 · EIN 38-1422647 99 EAST EIGHTH ST, SUITE 200 · HOLLAND, MI 49423 | Legal | $22,677 |
HUNGERFORD NICHOLS1 year Filed as: HUNGERFORD NICHOLS CPAS + ADVISORS Service code 10 · EIN 38-2184825 4927 STARIHA DR STE A · MUSKEGON, MI 49441 | Accounting | $7,400 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 10.98% | 10.60%+0.4pp | -2.84%+13.8pp | 627.08%-616.1pp |
| Employer contribution / active EE | $8,124 | $19,729-58.8% | $33,329-75.6% | $18,824-56.8% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |