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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE MIDWEST PENSION GROUP Service code 13 · EIN 38-2781642 | Contract Administrator | $3,902 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $600 |
DAVID ROMANO1+ years Filed as: DAVID M RAGUSE Service code 53 3152 PEREGRINE DR NE STE 110 · GRAND RAPIDS, MI 49525 | Insurance Commissions | $0 |
DENNIS G. JENKINS, CPA,LLC1+ years Filed as: DENNIS M DUVAL Service code 53 15 CAPITAL AVE NE STE 225 · BATTLE CREEK, MI 49017 | Insurance Commissions | $0 |
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL JOHN EMERY Service code 53 3152 PEREGRINE DR NE STE 110 · GRAND RAPIDS, MI 49525 | Insurance Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,423 | $54,320-38.5% | $67,653-50.6% | $52,331-36.1% |
| Participation rate | 81.0% | 73.6%+7.4pp | 75.7%+5.3pp | 68.1%+12.8pp |
| Annual return | 0.94% | 6.81%-5.9pp | 6625.22%-6624.3pp | 4.54%-3.6pp |
| Employer contribution / active EE | $607 | $1,544-60.7% | $2,266-73.2% | $1,882-67.7% |
| Participant deferral / active EE | $1,657 | $2,950-43.8% | $3,560-53.4% | $3,022-45.2% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |