Filed December 12, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $80,000 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE Service code 11 · EIN 06-1454513 | Actuarial | $66,121 |
MICHIGAN FARM BUREAU4+ years Service code 14 · EIN 38-6056370 | Plan Administrator | $57,090 |
MANER COSTERISAN3 years Service code 10 · EIN 38-2157642 | Accounting | $17,900 |
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $10,582 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,751 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER Service code 11 · EIN 38-2259306 | Actuarial | $4,529 |
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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 | $3,370,408-100.0% | $189,344-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 30.4%-30.4pp | 1.2%-1.2pp |
| Annual return | 8.33% | 53.27%-44.9pp | 11.02%-2.7pp | 53.27%-44.9pp |
| Employer contribution / active EE | $169,198 | $14,774+1045.2% | $33,824+400.2% | $14,774+1045.2% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $418-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,088-100.0% | $13,289-100.0% |