Filed October 6, 1992
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 |
|---|---|---|
WATKINS ROSS1+ years Filed as: WATKINS, ROSS & CO Service code 11 · EIN 38-1477362 | Actuarial | $28,608 |
NORRIS PERNE & FRENCH1+ years Service code 27 · EIN 38-1796242 | Advisory (Plan) | $26,318 |
MACATAWA BANK1+ years Service code 13 · EIN 23-3060382 | Contract Administrator | $13,100 |
Filed as: VANDERPLOEG BERGAKKER & ASSOCIATES Service code 10 · EIN 38-2445537 | Accounting | $12,525 |
VARNUM LLP1+ years Service code 29 · EIN 38-1294924 | Legal | $7,932 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $286,961-100.0% | $286,961-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 13.3%-13.3pp | 45.6%-45.6pp |
| Annual return | -5.98% | 0.33%-6.3pp | 2.61%-8.6pp | 4.16%-10.1pp |
| Employer contribution / active EE | $63,842 | $31,805+100.7% | $24,109+164.8% | $42,918+48.8% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $148-100.0% | $21,465-100.0% |