Filed August 26, 2011
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 |
|---|---|---|
OPPENHEIMER1+ years Service code 27 · EIN 13-5657518 250 PEARL STREET NW · GRAND RAPIDS, MI 49503 | Advisory (Plan) | $84,905 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 169 LACKAWANNA AVE · PARSIPPANY, NJ 07054 | Recordkeeping | $48,852 |
Filed as: JOHN HANCOCK RETIRMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $29,225 |
DORSEY & WHITNEY LLP1+ years Service code 29 · EIN 41-0223337 | Legal | $8,943 |
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 | $17,792 | $30,072-40.8% | $64,105-72.2% | $67,505-73.6% |
| Participation rate | 93.6% | 59.4%+34.3pp | 68.2%+25.4pp | 71.2%+22.4pp |
| Annual return | -0.95% | 0.30%-1.3pp | 791.24%-792.2pp | 6.52%-7.5pp |
| Employer contribution / active EE | $1,212 | $725+67.2% | $1,820-33.4% | $2,173-44.2% |
| Participant deferral / active EE | $1,342 | $1,453-7.7% | $2,822-52.5% | $3,597-62.7% |
| Admin fee / account holder | $14 | $62-76.8% | $4,499-99.7% | $56-74.3% |