Filed July 16, 2012
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 |
|---|---|---|
NAMIC INS. AGENCY1 year Service code 22 · EIN 35-1469772 | Insurance Broker | $25,411 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,505 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 16 · EIN 38-1357951 | Consulting | $8,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $205,868 | $74,089+177.9% | $133,975+53.7% | $55,167+273.2% |
| Participation rate | 99.3% | 84.3%+15.0pp | 87.1%+12.2pp | 69.0%+30.3pp |
| Annual return | 7.56% | 12.11%-4.5pp | 29.29%-21.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $9,910 | $3,064+223.5% | $5,211+90.2% | $1,963+405.0% |
| Participant deferral / active EE | $6,208 | $4,678+32.7% | $6,282-1.2% | $3,054+103.3% |
| Admin fee / account holder | $331 | $458-27.8% | $9,324-96.5% | $504-34.3% |