Filed July 17, 2013 (most recent of 7 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,149,178 |
Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $130,975 |
PLANTE & MORAN, PLLC9+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $26,050 |
THOMPSON HINE4 years Service code 29 · EIN 34-0575300 | Legal | $15,654 |
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 | $84,168 | $88,686-5.1% | $130,070-35.3% | $96,393-12.7% |
| Participation rate | 75.2% | 78.8%-3.6pp | 78.5%-3.3pp | 71.3%+3.9pp |
| Annual return | 18.51% | 17.57%+0.9pp | -137.40%+155.9pp | 22.88%-4.4pp |
| Employer contribution / active EE | $2,297 | $2,843-19.2% | $4,322-46.8% | $3,239-29.1% |
| Participant deferral / active EE | $5,186 | $4,908+5.7% | $5,821-10.9% | $5,455-4.9% |
| Admin fee / account holder | $50 | $60-16.7% | $10,600-99.5% | $74-32.6% |