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 ADVISORS2+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $37,305 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,006 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,930 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $13,860 |
WARNER NORCROSS & JUDD LLP2+ years Service code 29 · EIN 38-1422647 | Legal | $9,596 |
Form 5500 reported that benefits due were not provided when due.
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 | $64,241 | $66,650-3.6% | $92,916-30.9% | $67,584-4.9% |
| Participation rate | 89.1% | 72.5%+16.6pp | 76.0%+13.1pp | 71.3%+17.8pp |
| Annual return | 21.52% | 92.64%-71.1pp | 109.45%-87.9pp | 378.59%-357.1pp |
| Employer contribution / active EE | $2,939 | $2,777+5.9% | $3,654-19.5% | $2,148+36.9% |
| Participant deferral / active EE | $4,264 | $3,160+34.9% | $4,238+0.6% | $3,540+20.5% |
| Admin fee / account holder | $150 | $199-24.9% | $5,796-97.4% | $142+5.1% |