Filed December 12, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $48,478 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $45,538 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER & COMPANY INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $31,522 |
MICHIGAN FARM BUREAU2+ years Service code 11 · EIN 38-6056370 | Actuarial | $20,768 |
MANER COSTERISAN1 year Service code 10 · EIN 38-2157642 | Accounting | $7,250 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,516 |
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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.
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 | $1,723,788-100.0% | $105,260-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 21.7%-21.7pp | 1.9%-1.9pp |
| Annual return | 10.93% | 23.90%-13.0pp | 9.21%+1.7pp | 23.90%-13.0pp |
| Employer contribution / active EE | $27,112 | $16,539+63.9% | $35,088-22.7% | $16,539+63.9% |
| Participant deferral / active EE | $0 | $350-100.0% | $163-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $4,019-100.0% | $18,975-100.0% |