Filed January 6, 2006
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 |
|---|---|---|
NFP RETIREMENT INC4 years Filed as: NFP Service code 99 · EIN 33-0905143 | Other Fees | $78,750 |
MICHIGAN FARM BUREAU1 year Filed as: FARM BUREAU BANK Service code 99 · EIN 88-0426217 | Other Fees | $12,360 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,464 | $89,225+1.4% | $136,072-33.5% | $74,459+21.5% |
| Participation rate | 99.0% | 69.4%+29.5pp | 76.4%+22.5pp | 67.2%+31.7pp |
| Annual return | 13.74% | 22.76%-9.0pp | 580.46%-566.7pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $3,857 | $2,816+37.0% | $4,216-8.5% | $2,626+46.9% |
| Participant deferral / active EE | $6,617 | $4,597+43.9% | $7,028-5.8% | $4,350+52.1% |
| Admin fee / account holder | $416 | $1,545-73.1% | $6,718-93.8% | $1,945-78.6% |