Filed March 13, 2009
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 |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANT MORAN Service code 10 · EIN 38-1357951 | Accounting | $16,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,134 |
AMERICAN CENTURY5 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INS COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $509,385 | $84,493+502.9% | $125,381+306.3% | $66,938+661.0% |
| Participation rate | 90.5% | 76.4%+14.1pp | 82.4%+8.2pp | 69.8%+20.7pp |
| Annual return | -18.17% | -8.49%-9.7pp | 572.31%-590.5pp | 1.58%-19.8pp |
| Employer contribution / active EE | $15,764 | $3,554+343.6% | $4,815+227.4% | $2,545+519.4% |
| Participant deferral / active EE | $10,030 | $6,783+47.9% | $7,448+34.7% | $4,238+136.7% |
| Admin fee / account holder | $217 | $685-68.4% | $10,007-97.8% | $594-63.5% |