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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,966,853 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 19 ONE WALL STREET · NEW YORK, NY 10286 | Securities Custodian | $119,094 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $37,950 |
WITHUMSMITH+BROWN, PC3+ years Filed as: MAYER BROWN, LLP Service code 29 · EIN 36-1447220 | Legal | $29,453 |
WARNER NORCROSS & JUDD LLP2 years Filed as: WARNER NORCROSS & JUDD Service code 29 · EIN 38-1422647 | Legal | $15,297 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 21 · EIN 52-1309931 | Bank Trustee | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $301,163 | $187,373+60.7% | $91,004+230.9% | $80,976+271.9% |
| Participation rate | 98.8% | 87.5%+11.4pp | 75.6%+23.2pp | 68.3%+30.6pp |
| Annual return | 16.40% | 16.95%-0.6pp | 4.60%+11.8pp | 22.91%-6.5pp |
| Employer contribution / active EE | $11 | $5,838-99.8% | $2,456-99.5% | $2,402-99.5% |
| Participant deferral / active EE | $11,422 | $8,375+36.4% | $3,548+222.0% | $3,848+196.8% |
| Admin fee / account holder | $74 | $91-19.0% | $5,417-98.6% | $67+9.8% |