Filed March 18, 2009
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $179,713 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $55,680 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 · EIN 38-1357951 | Accounting | $14,300 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $13,506 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,682 | $45,382-83.1% | $154,111-95.0% | $75,289-89.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -7.14% | -0.47%-6.7pp | 735.18%-742.3pp | -0.04%-7.1pp |
| Employer contribution / active EE | $792 | $1,533-48.3% | $5,298-85.0% | $2,405-67.1% |
| Participant deferral / active EE | $1,603 | $2,384-32.8% | $5,081-68.5% | $3,739-57.1% |
| Admin fee / account holder | $118 | $89+31.6% | $13,411-99.1% | $102+14.9% |