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 | $155,457 |
ASCENSUS LLC4+ years Filed as: CAP TRUST FINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $56,000 |
Service code 28 · EIN 82-3538929 | Investment Management | $44,163 |
Service code 27 · EIN 39-1788357 | Advisory (Plan) | $9,351 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,080 |
Filed as: FIDELITY INVST INST OP CO, INC. Service code 60 | Sub-TA Fees | $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 | $119,346 | $97,136+22.9% | $59,899+99.2% | $73,367+62.7% |
| Participation rate | 84.5% | 65.8%+18.8pp | 74.7%+9.9pp | 69.5%+15.1pp |
| Annual return | -2.96% | -2.56%-0.4pp | 3.46%-6.4pp | 173.45%-176.4pp |
| Employer contribution / active EE | $6,333 | $4,492+41.0% | $2,723+132.6% | $2,499+153.4% |
| Participant deferral / active EE | $2,932 | $4,036-27.4% | $3,403-13.8% | $4,033-27.3% |
| Admin fee / account holder | $12 | $31-62.2% | $3,592-99.7% | $68-83.1% |