Filed March 20, 2011
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 |
|---|---|---|
CLAYTON & MCKERVEY PC1 year Service code 10 · EIN 38-2383796 2000 TOWN CENTER STE 1800 · SOUTHFIELD, MI 48075 | Accounting | $11,450 |
KUSHNER & COMPANY, INC.3+ years Filed as: KUSHNER & COMPANY Service code 13 2427 W CENTRE AVE · PORTAGE, MI 49024 | Contract Administrator | $5,660 |
PM ENVIRONMENTAL, INC1 year Service code 99 · EIN 38-3052632 3340 RANGER ROAD · LANSING, MI 48906 | Other Fees | $4,475 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $606 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $92 |
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 | $44,413 | $80,753-45.0% | $136,294-67.4% | $62,292-28.7% |
| Participation rate | 96.6% | 73.5%+23.0pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 20.80% | 35.83%-15.0pp | 5155.94%-5135.1pp | 28.90%-8.1pp |
| Employer contribution / active EE | $2,133 | $2,884-26.0% | $4,695-54.6% | $2,042+4.4% |
| Participant deferral / active EE | $4,397 | $5,164-14.8% | $6,247-29.6% | $3,169+38.8% |
| Admin fee / account holder | $67 | $525-87.2% | $9,243-99.3% | $479-86.0% |