Filed February 8, 2009 (most recent of 2 filings on file)
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 |
|---|---|---|
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW & CO., P.C. Service code 10 · EIN 38-2492570 | Accounting | $10,334 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $8,595 |
RELIANCE TRUST COMPANY3+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: MESIROW FINANCIAL INV MGMT Service code 49 | Other Services | $20 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,527 | $81,537-44.2% | $149,721-69.6% | $69,631-34.6% |
| Participation rate | 97.5% | 86.1%+11.4pp | 87.1%+10.4pp | 70.7%+26.8pp |
| Annual return | 18.86% | 22.79%-3.9pp | 1501.67%-1482.8pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $2,388 | $3,239-26.3% | $5,444-56.1% | $2,032+17.5% |
| Participant deferral / active EE | $4,042 | $4,994-19.1% | $6,568-38.5% | $3,224+25.4% |
| Admin fee / account holder | $22 | $107-79.4% | $11,282-99.8% | $110-80.0% |