Filed July 11, 1996 (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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $49,543 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $38,044 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $22,005 |
RETIREMENT RX2 years Service code 99 · EIN 22-2000222 | Other Fees | $18,661 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN PLLC Service code 99 · EIN 11-1000111 | Other Fees | $15,600 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,221 | $74,347+111.5% | $93,606+68.0% | $67,579+132.6% |
| Participation rate | 95.5% | 80.6%+14.9pp | 75.8%+19.6pp | 71.3%+24.2pp |
| Annual return | 23.29% | 28.07%-4.8pp | 32.76%-9.5pp | 378.56%-355.3pp |
| Employer contribution / active EE | $10,605 | $2,583+310.6% | $2,718+290.2% | $2,148+393.8% |
| Participant deferral / active EE | $12,032 | $4,060+196.4% | $4,069+195.7% | $3,539+240.0% |
| Admin fee / account holder | $146 | $123+19.1% | $7,888-98.1% | $142+2.7% |