Filed May 24, 2006 (most recent of 4 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $404,870 |
BEMANAGED3+ years Service code 26 5088 - 140 CORPORATE EXCHANGE BLVD · GRAND RAPIDS, MI 49512 | Advisory (Participants) | $334,737 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $240,270 | $88,730+170.8% | $82,312+191.9% | $77,958+208.2% |
| Participation rate | 98.5% | 84.5%+14.0pp | 76.9%+21.6pp | 71.6%+26.9pp |
| Annual return | 14.59% | 20.88%-6.3pp | 25.88%-11.3pp | 20.87%-6.3pp |
| Employer contribution / active EE | $9,419 | $2,758+241.5% | $2,428+287.9% | $2,310+307.6% |
| Participant deferral / active EE | $8,054 | $4,634+73.8% | $3,706+117.3% | $3,537+127.7% |
| Admin fee / account holder | $139 | $74+88.0% | $5,608-97.5% | $97+42.8% |