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 |
|---|---|---|
SAVANT CAPITAL MANAGEMENT2 years Service code 27 · EIN 45-3812777 | Advisory (Plan) | $56,970 |
Filed as: FIDELITY INVSTMNTS INST OPER CO,INC Service code 37 · EIN 04-2647786 | Loan Processing | $41,509 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $28,800 |
PLANTE & MORAN, PLLC5 years Service code 10 · EIN 38-1357951 | Accounting | $22,087 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,025 |
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 | $86,349 | $133,493-35.3% | $64,110+34.7% | $96,393-10.4% |
| Participation rate | 54.7% | 69.3%-14.7pp | 72.3%-17.7pp | 71.3%-16.6pp |
| Annual return | 15.81% | 17.06%-1.3pp | 33.75%-17.9pp | 22.88%-7.1pp |
| Employer contribution / active EE | $0 | $6,233-100.0% | $2,751-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $3,627 | $5,097-28.8% | $3,883-6.6% | $5,455-33.5% |
| Admin fee / account holder | $12 | $34-64.5% | $3,071-99.6% | $74-83.5% |