Filed February 1, 2005
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $71,426 |
YEO & YEO PC1 year Filed as: YEO & YEO Service code 10 · EIN 38-2706146 | Accounting | $10,900 |
BUTZEL LONG1 year Service code 29 · EIN 38-2384883 | Legal | $8,163 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $1,179 |
MICHIGAN PLANNERS INC7 years Service code 49 · EIN 38-2449723 | Other Services | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | - |
| Annual return | 0.51% | 72.14%-71.6pp | 9.82%-9.3pp | - |
| Employer contribution / active EE | $12,121 | $14,822-18.2% | $30,311-60.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $66-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $53,840-100.0% | - |