Filed January 14, 2006
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, PLLC8+ years Service code 15 · EIN 38-1357951 | Recordkeeping | $33,500 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,482 |
Filed as: CARNOW & ASSOCIATES, LTD. Service code 15 · EIN 36-3493622 | Recordkeeping | $11,420 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY GRAYSTONE CONSULTING Service code 49 220 PARK ST STE 220 · BIRMINGHAM, MI 48009 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $35,919 | $95,388-62.3% | $125,381-71.4% | $77,906-53.9% |
| Participation rate | 46.6% | 78.6%-32.0pp | 82.4%-35.8pp | 73.7%-27.1pp |
| Annual return | -8.95% | 116.19%-125.1pp | 572.31%-581.3pp | 12.16%-21.1pp |
| Employer contribution / active EE | $465 | $3,666-87.3% | $4,815-90.4% | $2,846-83.7% |
| Participant deferral / active EE | $4,297 | $7,711-44.3% | $7,448-42.3% | $4,805-10.6% |
| Admin fee / account holder | $66 | $119-44.6% | $10,007-99.3% | $133-50.3% |