Filed February 4, 2003
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 |
|---|---|---|
THE AGBAY GROUP9 years Service code 16 · EIN 20-0981614 1441 W LONG LAKE RD STE 175 · TROY, MI 480984436 | Consulting | $24,449 |
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $23,446 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $13,980 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,330 | $79,169+55.8% | $100,415+22.8% | $74,478+65.6% |
| Participation rate | 95.5% | 79.4%+16.1pp | 81.5%+14.0pp | 67.2%+28.3pp |
| Annual return | 12.01% | 20.51%-8.5pp | 49.47%-37.5pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $4,404 | $3,017+46.0% | $3,943+11.7% | $2,626+67.7% |
| Participant deferral / active EE | $2,027 | $7,751-73.9% | $8,091-75.0% | $4,350-53.4% |
| Admin fee / account holder | $233 | $1,337-82.6% | $7,906-97.1% | $1,946-88.0% |