Filed December 2, 2011
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 |
|---|---|---|
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-3123123 | Consulting | $15,079 |
REHMANN ROBSON1 year Filed as: REHMANN, LLC Service code 10 · EIN 38-3567911 | Accounting | $15,000 |
FINDLEY2 years Filed as: FINDLEY DAVIES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $13,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $42,631 | $46,297-7.9% | $71,671-40.5% | $62,292-31.6% |
| Participation rate | 58.7% | 60.6%-1.9pp | 68.7%-10.0pp | 69.5%-10.8pp |
| Annual return | 15.26% | 22.32%-7.1pp | 20.65%-5.4pp | 28.90%-13.6pp |
| Employer contribution / active EE | $567 | $1,412-59.8% | $2,460-77.0% | $2,042-72.2% |
| Participant deferral / active EE | $1,552 | $2,235-30.6% | $3,438-54.9% | $3,169-51.0% |
| Admin fee / account holder | $435 | $461-5.5% | $5,558-92.2% | $479-9.2% |