Filed October 18, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL RETIREMENT & ANNUITY Service code 99 | Other Fees | $581,585 |
JAMES A. REICHERT1 year Filed as: JAMES G HAMILTON Service code 55 25 MICHIGAN ST NE SUITE 1200 · GRAND RAPIDS, MI 49503 | Other Commissions | $346,357 |
Service code 50 · EIN 71-0294708 | Direct Payment | $248,881 |
KRISTI WHITE1 year Filed as: KRISTI E TURCHAN Service code 55 2310 WATERFORD WAY NE · GRAND RAPIDS, MI 49525 | Other Commissions | $104,023 |
DEBORAH DANNER1 year Filed as: DEBORAH M VERKER Service code 55 25 MICHIGAN ST NE SUITE 1200 · GRAND RAPIDS, MI 49503 | Other Commissions | $103,850 |
CASEY CIRILLO1 year Filed as: CASEY A TJALSMA Service code 55 3760 FILLMORE ST · JENISON, MI 49428 | Other Commissions | $102,837 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL PEARL STREET INVESTMENT Service code 27 · EIN 43-0538770 | Advisory (Plan) | $94,500 |
JENNA BAK1 year Filed as: JENNA R RILEY Service code 55 25 MICHIGAN ST NE SUITE 1200 · GRAND RAPIDS, MI 49503 | Other Commissions | $81,800 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $21,000 |
MILLER JOHNSON4+ years Filed as: MILLER JOHNSON SNELL & CUMMISKEY PL Service code 29 · EIN 36-1603110 | Legal | $9,024 |
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 | $49,565 | $46,969+5.5% | $154,110-67.8% | $73,367-32.4% |
| Participation rate | 92.0% | 72.4%+19.6pp | 83.0%+9.0pp | 69.5%+22.6pp |
| Annual return | -3.18% | 821.68%-824.9pp | 735.22%-738.4pp | 173.45%-176.6pp |
| Employer contribution / active EE | $2,581 | $1,723+49.8% | $5,298-51.3% | $2,499+3.3% |
| Participant deferral / active EE | $3,442 | $3,162+8.9% | $5,081-32.2% | $4,033-14.6% |
| Admin fee / account holder | $11 | $47-75.8% | $13,412-99.9% | $68-83.5% |