Filed February 26, 2008 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $517,068 |
WOLVERINE1 year Service code 50 · EIN 38-2233061 | Direct Payment | $38,083 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 50 · EIN 38-1357951 | Direct Payment | $8,049 |
THOMPSON HINE1 year Service code 50 · EIN 34-0575300 | Direct Payment | $1,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,048 | $26,810-21.5% | $76,518-72.5% | $73,367-71.3% |
| Participation rate | 4.0% | 34.6%-30.7pp | 68.0%-64.0pp | 69.5%-65.5pp |
| Annual return | -4.13% | 17.04%-21.2pp | -0.27%-3.9pp | 173.45%-177.6pp |
| Employer contribution / active EE | $86 | $503-82.9% | $2,647-96.8% | $2,499-96.6% |
| Participant deferral / active EE | $170 | $1,312-87.1% | $3,836-95.6% | $4,033-95.8% |
| Admin fee / account holder | $61 | $71-13.7% | $4,849-98.7% | $68-10.7% |