Filed April 18, 2005
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $125,791 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,412 |
DICKINSON WRIGHT1+ years Filed as: DICKINSON-WRIGHT Service code 29 · EIN 38-1364333 | Legal | $38,664 |
FIDUCIENT ADVISORS LLC1+ years Filed as: FIDUCIENT ADVISORS Service code 29 · EIN 36-4001764 | Legal | $29,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,152 | $104,544+139.3% | $96,564+159.1% | $80,187+212.0% |
| Participation rate | 0.0% | 86.4%-86.4pp | 76.0%-76.0pp | 72.9%-72.9pp |
| Annual return | 0.00% | 21.79%-21.8pp | 25.89%-25.9pp | 40.40%-40.4pp |
| Employer contribution / active EE | $1,302 | $3,527-63.1% | $2,967-56.1% | $2,980-56.3% |
| Participant deferral / active EE | $3,679 | $6,170-40.4% | $4,852-24.2% | $5,016-26.7% |
| Admin fee / account holder | $167 | $107+56.7% | $8,256-98.0% | $145+15.5% |