Filed March 27, 2007 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2+ years Service code 15 30100 TELEGRAPH RD., 170 · BINGHAM FARMS, MI 48025 | Recordkeeping | $55,244 |
CYGNET FINANCIAL PLANNING, INC.2+ years Service code 26 · EIN 38-2469646 P.O. BOX 301000 · WATERFORD, MI 48329 | Advisory (Participants) | $40,860 |
Service code 14 · EIN 38-3057036 4139 WEST WALTON, SUITE E · WATERFORD, MI 48329 | Plan Administrator | $25,438 |
INNES & LOTITO, P.C.2+ years Service code 10 22525 HALL ROAD, SUITE A · MACOMB, MI 48042 | Accounting | $17,500 |
FIDUCIARY FIREWALL CONSULTING2+ years Service code 16 4139 WEST WALTON, SUITE E · WATERFORD, MI 48329 | Consulting | $12,185 |
Filed as: FIDELITY INVESTMENTS Service code 19 PO BOX 770001 · CINCINNATI, OH 45277 | Securities Custodian | $4,968 |
VARNUM LLP2+ years Service code 29 39500 HIGH POINTE BLVD. · NOVI, MI 48375 | Legal | $3,328 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,511 | $37,044-60.8% | $71,796-79.8% | $57,658-74.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 70.2%+29.8pp |
| Annual return | 7.04% | 12.64%-5.6pp | 78.04%-71.0pp | 5.13%+1.9pp |
| Employer contribution / active EE | $11 | $720-98.5% | $1,924-99.4% | $1,974-99.5% |
| Participant deferral / active EE | $1,578 | $1,974-20.1% | $2,794-43.5% | $3,061-48.4% |
| Admin fee / account holder | $234 | $101+131.7% | $4,815-95.1% | $95+147.4% |