Filed August 18, 2006 (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.
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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 37 · EIN 27-2037969 | Loan Processing | $59,791 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $15,806 |
MANER COSTERISAN1 year Filed as: MANEL COSTERISAN Service code 10 · EIN 38-2157642 2425 E. GRAND RIVER AVE, · LANSING, MI 48912 | Accounting | $8,000 |
PNC BANK, N.A.1 year Filed as: PNC BANK AMG OPS FEE GROUP Service code 27 P.O. BOX 91249 · CLEVELAND, OH 441013249 | Advisory (Plan) | $3,500 |
Service code 50 · EIN 98-9898999 | Direct Payment | $86 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,784 | $52,188+121.9% | $86,681+33.6% | $74,478+55.5% |
| Participation rate | 52.3% | 66.3%-14.0pp | 71.7%-19.4pp | 70.7%-18.4pp |
| Annual return | 16.83% | 44.46%-27.6pp | 593.32%-576.5pp | 34.37%-17.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,026-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,678 | $3,383+38.3% | $4,440+5.4% | $4,530+3.3% |
| Admin fee / account holder | $191 | $319-40.0% | $5,620-96.6% | $347-44.9% |