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 | $570,263 |
THOMPSON HINE5 years Service code 50 · EIN 34-0575300 | Direct Payment | $58,629 |
KELLY SERVICES INC8+ years Service code 50 999 W BIG BEAVER RD · TROY, MI 48084 | Direct Payment | $56,838 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 50 · EIN 26-0058143 | Direct Payment | $31,875 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE MORAN Service code 70 · EIN 38-1357951 | Consulting Fees | $10,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,043 | $35,293-20.5% | $77,113-63.6% | $89,433-68.6% |
| Participation rate | 2.9% | 31.3%-28.4pp | 67.9%-65.0pp | 71.3%-68.3pp |
| Annual return | -14.17% | -5.92%-8.3pp | 42.37%-56.5pp | -11.88%-2.3pp |
| Employer contribution / active EE | $44 | $695-93.7% | $2,815-98.4% | $3,021-98.5% |
| Participant deferral / active EE | $159 | $1,764-91.0% | $4,430-96.4% | $5,125-96.9% |
| Admin fee / account holder | $78 | $105-25.8% | $5,445-98.6% | $79-1.9% |