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 | $567,347 |
WOLVERINE2 years Service code 50 · EIN 38-2233061 | Direct Payment | $199,479 |
THOMPSON HINE2 years Service code 50 · EIN 34-0575300 | Direct Payment | $38,516 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN Service code 50 · EIN 38-1357951 | Direct Payment | $31,875 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | KELLY SERVICES, INC. | PLAN SPONSOR IN 2019 PLAN SPONSOR RETURNED NOT ALLOWED REIMBURSED COMPENSATION FROM 2013, LOST EARNINGS OF 6,615. | — | $12K |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,842 | $32,762-33.3% | $84,646-74.2% | $89,609-75.6% |
| Participation rate | 4.8% | 34.6%-29.8pp | 68.2%-63.4pp | 69.6%-64.8pp |
| Annual return | 22.69% | 28.37%-5.7pp | 258.85%-236.2pp | 33.65%-11.0pp |
| Employer contribution / active EE | $82 | $564-85.5% | $2,654-96.9% | $2,584-96.8% |
| Participant deferral / active EE | $172 | $1,501-88.6% | $3,901-95.6% | $4,222-95.9% |
| Admin fee / account holder | $76 | $82-8.1% | $4,915-98.5% | $72+5.8% |