Filed March 20, 2012 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $35,907 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,447 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $18,056 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,792 |
WARNER NORCROSS & JUDD LLP1+ years Service code 29 · EIN 38-1422647 | Legal | $10,236 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,997 | $56,443-2.6% | $83,831-34.4% | $55,727-1.3% |
| Participation rate | 86.2% | 72.0%+14.2pp | 76.1%+10.1pp | 70.9%+15.4pp |
| Annual return | -10.83% | 393.67%-404.5pp | 850.99%-861.8pp | 244.94%-255.8pp |
| Employer contribution / active EE | $3,298 | $2,682+23.0% | $3,631-9.2% | $2,078+58.7% |
| Participant deferral / active EE | $3,829 | $2,965+29.1% | $4,082-6.2% | $3,356+14.1% |
| Admin fee / account holder | $155 | $156-1.0% | $5,479-97.2% | $115+34.3% |