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, LLC8+ years Service code 16 · EIN 26-1429809 | Consulting | $90,056 |
WARNER NORCROSS & JUDD LLP8+ years Filed as: WARNER NORCROSS & JU Service code 29 · EIN 38-1422647 | Legal | $84,044 |
FORVIS, LLP7 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $31,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,551 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,143 | $84,000+31.1% | $119,628-7.9% | $77,906+41.4% |
| Participation rate | 96.4% | 77.8%+18.6pp | 79.3%+17.1pp | 73.7%+22.7pp |
| Annual return | -17.85% | -11.59%-6.3pp | -14.98%-2.9pp | 12.16%-30.0pp |
| Employer contribution / active EE | $9,462 | $2,907+225.5% | $4,232+123.6% | $2,846+232.4% |
| Participant deferral / active EE | $9,427 | $4,705+100.4% | $5,601+68.3% | $4,805+96.2% |
| Admin fee / account holder | $98 | $116-15.3% | $10,330-99.1% | $133-26.1% |