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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $15,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,661 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,897 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $137,947 | $81,208+69.9% | $98,920+39.5% | $79,856+72.7% |
| Participation rate | 93.6% | 72.5%+21.1pp | 76.0%+17.6pp | 69.6%+24.0pp |
| Annual return | 15.92% | 60.99%-45.1pp | 196.47%-180.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,971 | $1,960+51.6% | $2,689+10.5% | $2,471+20.2% |
| Participant deferral / active EE | $4,304 | $3,265+31.8% | $4,245+1.4% | $3,741+15.1% |
| Admin fee / account holder | $360 | $6,013-94.0% | $6,643-94.6% | $5,306-93.2% |