Filed April 20, 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 |
|---|---|---|
LUMIN FINANCIAL, LLC1 year Filed as: LUMIN FINANCIAL LLC Service code 27 2000 TOWN CENTER STE 1825 · SOUTHFIELD, MI 48075 | Advisory (Plan) | $17,569 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,283 |
Filed as: MICHIGAN BENEFIT CONSULTING,INC Service code 13 445 SOUTH LIVERNOIS ROAD · ROCHESTER HILLS, MI 48307 | Contract Administrator | $6,463 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,217 |
Filed as: MICHIGAN BENEFIT CONSULTING, INC Service code 13 | Contract Administrator | $1,499 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,429 | $78,423-73.9% | $95,964-78.7% | $79,856-74.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.31% | 19.37%-10.1pp | 91.64%-82.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $939 | $1,945-51.8% | $2,541-63.1% | $2,471-62.0% |
| Participant deferral / active EE | $3,458 | $3,440+0.5% | $4,167-17.0% | $3,741-7.6% |
| Admin fee / account holder | $287 | $5,622-94.9% | $6,797-95.8% | $5,306-94.6% |