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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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% | $63,005+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 | 87.59%-71.1pp | 22.91%-6.5pp |
| Employer contribution / active EE | $6,557 | $4,590+42.8% | $2,760+137.6% | $2,402+173.0% |
| Participant deferral / active EE | $3,032 | $3,579-15.3% | $3,329-8.9% | $3,848-21.2% |
| Admin fee / account holder | $23 | $24-5.6% | $3,599-99.4% | $67-65.8% |