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 LLC2+ years Filed as: CAP TRUST FINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $125,948 |
Service code 28 · EIN 39-1788357 | Investment Management | $46,191 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $15,125 |
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $2,993 |
Filed as: FIDELITY INVST INST OP CO, INC. Service code 60 | Sub-TA Fees | $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 | $114,211 | $89,117+28.2% | $57,196+99.7% | $329,111-65.3% |
| Participation rate | 91.0% | 67.2%+23.7pp | 75.3%+15.6pp | 67.9%+23.1pp |
| Annual return | 7.48% | 7.87%-0.4pp | 14.59%-7.1pp | 16.35%-8.9pp |
| Employer contribution / active EE | $6,462 | $4,034+60.2% | $2,683+140.8% | $2,303+180.5% |
| Participant deferral / active EE | $2,974 | $3,328-10.6% | $3,096-4.0% | $3,682-19.2% |
| Admin fee / account holder | $9 | $21-56.5% | $3,141-99.7% | $754-98.8% |