Filed July 10, 2007 (most recent of 7 filings on file)
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 INV INST OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,788,749 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 19 ONE WALL STREET · NEW YORK, NY 10286 | Securities Custodian | $101,190 |
EVERCORE TRUST COMPANY2+ years Service code 28 · EIN 26-4691954 | Investment Management | $75,000 |
WITHUMSMITH+BROWN, PC2+ years Filed as: MAYER BROWN, LLP Service code 29 · EIN 36-1447220 | Legal | $55,202 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $30,250 |
Filed as: WARNER NORCROSS & JUDD Service code 29 · EIN 38-1422647 | Legal | $21,960 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 21 · EIN 52-1309931 | Bank Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,838 | $169,122+60.7% | $78,002+248.5% | $329,111-17.4% |
| Participation rate | 99.0% | 88.4%+10.6pp | 75.5%+23.4pp | 67.9%+31.1pp |
| Annual return | 20.55% | 11.00%+9.5pp | 425.99%-405.4pp | 16.35%+4.2pp |
| Employer contribution / active EE | $6,975 | $5,827+19.7% | $2,470+182.4% | $2,303+202.8% |
| Participant deferral / active EE | $9,743 | $8,046+21.1% | $3,497+178.6% | $3,682+164.6% |
| Admin fee / account holder | $73 | $83-12.1% | $5,481-98.7% | $754-90.4% |