Filed December 12, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $234,748 |
DELOITTE & TOUCHE LLP8 years Filed as: DELOITTE CONSULTING LLP Service code 29 · EIN 06-1454513 | Legal | $69,516 |
MICHIGAN FARM BUREAU1 year Filed as: FARM BUREAU LIFE Service code 11 · EIN 38-6056370 | Actuarial | $36,291 |
MANER COSTERISAN3 years Filed as: MANER COSTERIAN Service code 10 · EIN 38-2157642 | Accounting | $8,400 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER CANFIELD Service code 29 · EIN 38-0836500 | Legal | $5,787 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $417,381-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 0.0%0pp |
| Annual return | 6.70% | 8.76%-2.1pp | 5.83%+0.9pp | 8.76%-2.1pp |
| Employer contribution / active EE | $0 | $16,664-100.0% | $38,332-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $165-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $6,587-100.0% | - |