Filed December 12, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE CONSULTING Service code 11 · EIN 06-1454513 | Actuarial | $190,037 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER & COMPANY INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $80,000 |
MICHIGAN FARM BUREAU1+ years Filed as: FARM BUREAU LIFE INS CO OF MICHIGAN Service code 49 · EIN 38-6056370 | Other Services | $54,583 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,520 |
MICHIGAN FARM BUREAU1+ years Service code 10 · EIN 38-2157642 | Accounting | $20,600 |
FRASER TREBILCOCK DAVIS1+ years Filed as: FRASER TREBILCOCK DAVIS & DUNLAP Service code 29 · EIN 38-2259306 | Legal | $3,897 |
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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.
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 | $35,636-100.0% | $202,986-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 26.9%-26.9pp | 1.8%-1.8pp |
| Annual return | 3.39% | 7.18%-3.8pp | 2.04%+1.4pp | 7.18%-3.8pp |
| Employer contribution / active EE | $12,548 | $13,095-4.2% | $57,418-78.1% | $13,095-4.2% |
| Participant deferral / active EE | $0 | $385-100.0% | $123-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $255,353-100.0% | $362-100.0% |