Filed November 27, 2002
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $12,707 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,890 | $36,767+19.4% | $81,478-46.1% | $62,293-29.5% |
| Participation rate | 28.1% | 54.4%-26.4pp | 68.0%-39.9pp | 69.5%-41.5pp |
| Annual return | 15.12% | 173.80%-158.7pp | 38.78%-23.7pp | 28.90%-13.8pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,938 | $2,111-8.2% | $3,537-45.2% | $3,169-38.8% |
| Admin fee / account holder | $236 | $797-70.4% | $4,561-94.8% | $479-50.7% |