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.
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC10+ years Service code 16 · EIN 26-1429809 | Consulting | $124,367 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $64,737 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $35,700 |
WARNER NORCROSS & JUDD LLP10+ years Filed as: WARNER NORCROSS & JU Service code 29 · EIN 38-1422647 | Legal | $25,433 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,371 | $2,703,213-94.1% | $165,100-3.5% | $200,096-20.4% |
| Participation rate | 97.6% | 78.4%+19.2pp | 78.6%+19.0pp | 72.0%+25.6pp |
| Annual return | 19.13% | 17.97%+1.2pp | 70.21%-51.1pp | 34.26%-15.1pp |
| Employer contribution / active EE | $10,295 | $2,973+246.3% | $4,348+136.8% | $3,038+238.9% |
| Participant deferral / active EE | $10,573 | $5,021+110.6% | $6,035+75.2% | $5,090+107.7% |
| Admin fee / account holder | $111 | $1,999-94.4% | $12,696-99.1% | $269-58.6% |