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| Provider | Service type | Compensation |
|---|---|---|
MICHIGAN PLANNERS INC1+ years Service code 49 · EIN 38-2449723 | Other Services | $18,856 |
JULIE A VARSHOCK PLC1+ years Service code 10 · EIN 20-8899684 | Accounting | $7,500 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,049 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,725 | $52,884-47.6% | $84,750-67.3% | $55,167-49.7% |
| Participation rate | 89.1% | 67.5%+21.5pp | 76.6%+12.5pp | 69.0%+20.1pp |
| Annual return | -3.51% | 18.03%-21.5pp | 22.78%-26.3pp | 169.23%-172.7pp |
| Employer contribution / active EE | $40 | $2,233-98.2% | $3,574-98.9% | $1,963-97.9% |
| Participant deferral / active EE | $2,265 | $2,644-14.3% | $3,712-39.0% | $3,054-25.8% |
| Admin fee / account holder | $82 | $581-85.8% | $5,332-98.5% | $504-83.7% |