Filed August 3, 2012 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $46,516 |
PLANTE & MORAN, PLLC7 years Service code 10 · EIN 38-1357951 | Accounting | $20,500 |
BARNES & THORNBURG LLP2 years Service code 29 · EIN 35-0900596 | Legal | $10,453 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,670 | $112,582+36.5% | $105,624+45.5% | $200,096-23.2% |
| Participation rate | 97.6% | 86.3%+11.3pp | 75.3%+22.3pp | 72.0%+25.5pp |
| Annual return | 15.50% | 15.58%-0.1pp | 116.20%-100.7pp | 34.26%-18.8pp |
| Employer contribution / active EE | $6,856 | $4,580+49.7% | $3,168+116.4% | $3,038+125.7% |
| Participant deferral / active EE | $10,040 | $6,655+50.9% | $5,013+100.3% | $5,090+97.3% |
| Admin fee / account holder | $27 | $107-74.3% | $10,961-99.7% | $269-89.8% |