Filed January 23, 2013 (most recent of 3 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 |
|---|---|---|
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $22,051 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 27 · EIN 38-1357951 | Advisory (Plan) | $18,429 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,897 |
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 | $25,683 | $50,637-49.3% | $86,582-70.3% | $62,293-58.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.69% | 20.80%-4.1pp | 965.08%-948.4pp | 28.90%-12.2pp |
| Employer contribution / active EE | $2,923 | $2,075+40.8% | $2,839+2.9% | $2,042+43.1% |
| Participant deferral / active EE | $3,208 | $2,611+22.9% | $3,609-11.1% | $3,169+1.2% |
| Admin fee / account holder | $179 | $413-56.7% | $4,904-96.4% | $479-62.7% |