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.
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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT3 years Service code 27 · EIN 45-3812777 | Advisory (Plan) | $74,935 |
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 33-1498605 | Accounting | $38,074 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 27-6095731 | Pension Consulting | $28,800 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVSTMNTS INST OPER CO,INC Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $114,651 | $145,906-21.4% | $67,561+69.7% | $106,553+7.6% |
| Participation rate | 33.5% | 67.1%-33.7pp | 72.9%-39.4pp | 69.8%-36.3pp |
| Annual return | 12.77% | 15.10%-2.3pp | 3525.44%-3512.7pp | 17.37%-4.6pp |
| Employer contribution / active EE | $0 | $6,028-100.0% | $2,735-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $3,513 | $5,093-31.0% | $4,003-12.2% | $5,562-36.8% |
| Admin fee / account holder | $16 | $38-58.8% | $4,006-99.6% | $80-80.4% |