Filed January 10, 2007
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-3812777 | Advisory (Plan) | $57,439 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 38-1357951 | Accounting | $37,800 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $28,800 |
Filed as: FIDELITY INVSTMNTS INST OPER CO,INC Service code 37 · EIN 04-2647786 | Loan Processing | $4,465 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,784 | $114,884-35.8% | $60,919+21.1% | $89,433-17.5% |
| Participation rate | 50.2% | 70.1%-19.9pp | 73.1%-22.9pp | 71.3%-21.1pp |
| Annual return | -11.60% | -13.42%+1.8pp | 16.98%-28.6pp | -11.88%+0.3pp |
| Employer contribution / active EE | $0 | $5,609-100.0% | $2,704-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $3,342 | $4,846-31.0% | $3,814-12.4% | $5,125-34.8% |
| Admin fee / account holder | $10 | $37-72.2% | $3,226-99.7% | $79-86.9% |