Filed June 14, 2008 (most recent of 6 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $994,099 |
MCLAREN HEALTH CARE CORPORATION5+ years Service code 10 · EIN 38-2397643 | Accounting | $73,300 |
AMANA MUTUAL FUNDS3 years Service code 52 · EIN 35-6447892 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CRM3 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP3 years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
HARBOR1 year Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
NATIXIS FUNDS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,319 | $58,202+5.4% | $172,757-64.5% | $89,609-31.6% |
| Participation rate | 84.1% | 72.8%+11.3pp | 82.6%+1.5pp | 69.6%+14.5pp |
| Annual return | 22.49% | 61.59%-39.1pp | 803.06%-780.6pp | 33.65%-11.2pp |
| Employer contribution / active EE | $2,105 | $1,759+19.7% | $5,144-59.1% | $2,584-18.5% |
| Participant deferral / active EE | $3,382 | $3,335+1.4% | $5,198-34.9% | $4,222-19.9% |
| Admin fee / account holder | $49 | $53-6.9% | $13,956-99.6% | $72-31.7% |