Filed October 18, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 71-0294708 | Contract Administrator | $874,887 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL PEARL STREET INVESTMENT Service code 27 · EIN 43-0538770 | Advisory (Plan) | $94,500 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $27,400 |
MILLER JOHNSON3+ years Filed as: MILLER JOHNSON SNELL & CUMMISKEY PL Service code 29 · EIN 38-1603110 | Legal | $14,921 |
THE VANGUARD GROUP, INC.3+ years Service code 50 · EIN 23-1945930 | Direct Payment | $225 |
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 | $53,131 | $53,684-1.0% | $170,435-68.8% | $80,976-34.4% |
| Participation rate | 91.0% | 69.2%+21.9pp | 83.6%+7.4pp | 68.3%+22.8pp |
| Annual return | 19.10% | 25.97%-6.9pp | 205.94%-186.8pp | 22.91%-3.8pp |
| Employer contribution / active EE | $2,516 | $1,642+53.2% | $5,432-53.7% | $2,402+4.7% |
| Participant deferral / active EE | $3,276 | $3,017+8.6% | $4,939-33.7% | $3,848-14.9% |
| Admin fee / account holder | $33 | $46-29.0% | $13,881-99.8% | $67-51.2% |