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 |
|---|---|---|
Filed as: FIDELITY INVSTMNTS INST OPER CO,INC Service code 37 · EIN 04-2647786 | Loan Processing | $399,525 |
ASCENSUS LLC3+ years Filed as: CAP TRUST FINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $66,944 |
Service code 28 · EIN 39-1788357 | Investment Management | $37,174 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $15,625 |
Service code 49 · EIN 20-8124941 | Other Services | $11,112 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $10,238 |
Filed as: FIDELITY INVST INST OP CO, INC. Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $124,558 | $111,945+11.3% | $63,018+97.7% | $80,976+53.8% |
| Participation rate | 92.7% | 65.1%+27.6pp | 74.8%+17.9pp | 68.3%+24.4pp |
| Annual return | 16.44% | 17.10%-0.7pp | 87.63%-71.2pp | 22.91%-6.5pp |
| Employer contribution / active EE | $6,557 | $4,590+42.8% | $2,761+137.5% | $2,402+173.0% |
| Participant deferral / active EE | $3,032 | $3,579-15.3% | $3,330-8.9% | $3,848-21.2% |
| Admin fee / account holder | $23 | $24-5.6% | $3,601-99.4% | $67-65.8% |