Filed August 9, 2016
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 Service code 10 · EIN 38-1357951 | Accounting | $7,040 |
RETIREMENT FUNDING ADVISORS2 years Filed as: RETIREMENT FUNDING ADVISORS INC. Service code 27 · EIN 38-3242375 | Advisory (Plan) | $6,000 |
TIAA1 year Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Account maintenance fees; Custodial (... | $194 |
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 | $123,664 | $74,552+65.9% | $63,018+96.2% | $69,631+77.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 14.54% | 15.77%-1.2pp | 87.62%-73.1pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,870 | $2,929-36.2% | $2,761-32.3% | $2,032-8.0% |
| Participant deferral / active EE | $4,659 | $2,974+56.6% | $3,330+39.9% | $3,224+44.5% |
| Admin fee / account holder | $20 | $59-66.8% | $3,601-99.5% | $110-82.1% |