Retirement plan

MICHIGAN ASSN OF INTERMEDIATE SCHOOL ADMIN 401(K) PLAN

Name: MICHIGAN ASSN OF INTERMEDIATE SCHOOL ADMIN - MICHIGAN ASSN OF INTERMEDIATE SCHOOL ADMIN 401(K) PLAN (2025) Form 5500
Creator: MICHIGAN ASSN OF INTERMEDIATE SCHOOL ADMIN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MICHIGAN ASSN OF INTERMEDIATE SCHOOL ADMIN 401(K) PLAN, MICHIGAN ASSN OF INTERMEDIATE SCHOOL ADMIN

MICHIGAN ASSN OF INTERMEDIATE SCHOOL ADMINEIN 38-2762367Plan #001PY 2025

1001 CENTENNIAL WAY STE 300 - LANSING, MI 48917734-968-1564

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+46.5% from 2024

Total participants

+13.2% from 2024

Average account balance

$48,770

+29.4% from 2024

Annual return

16.49%

-43.73 pp from 2024

Benchmarks

See 3,430 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,430 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.10M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$49K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

107.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$704K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.49%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$6459

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$278K

$6943 / participant

Other / not subdivided$278K100.0%

% of EOY assets

13.244%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,770

$47,479+2.7%

$62,929-22.5%

$82,448-40.8%

Participation rate

100.0%

66.9%+33.1pp

73.1%+26.9pp

68.1%+31.9pp

Annual return

16.49%

20.34%-3.9pp

1063.93%-1047.4pp

41.64%-25.1pp

Employer contribution / active EE

$11,801

$1,885+525.9%

$2,505+371.2%

$2,551+362.6%

Participant deferral / active EE

$5,804

$2,870+102.2%

$3,888+49.3%

$4,139+40.2%

Admin fee / account holder

$6,459

$3,804+69.8%

$5,065+27.5%

$7,234-10.7%

MICHIGAN ASSN OF INTERMEDIATE SCHOOL ADMIN 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MICHIGAN ASSN OF INTERMEDIATE SCHOOL ADMIN 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion