Filed January 10, 2007
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.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: CAP TRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $169,551 |
Service code 28 · EIN 39-1788357 | Investment Management | $44,127 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $27,625 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $5,311 |
Filed as: FIDELITY INVST INST OP CO, INC. Service code 37 | Loan Processing | $0 |
Filed as: FIDELITY INVSTMNTS INST OPER CO,INC Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $108,206 | $81,689+32.5% | $57,357+88.7% | $69,651+55.4% |
| Participation rate | 93.0% | 66.0%+27.1pp | 75.1%+18.0pp | 66.6%+26.5pp |
| Annual return | 1.82% | 821.18%-819.4pp | 24.41%-22.6pp | 53.77%-51.9pp |
| Employer contribution / active EE | $6,305 | $3,891+62.0% | $2,689+134.5% | $2,241+181.4% |
| Participant deferral / active EE | $2,924 | $3,019-3.1% | $3,162-7.5% | $3,635-19.6% |
| Admin fee / account holder | $12 | $27-55.3% | $3,357-99.6% | $63-80.7% |