Filed November 9, 2000 (most recent of 5 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 INSTITUTIONAL ASSET MGT Service code 15 · EIN 04-3532603 | Recordkeeping | $581,924 |
NORTHERN TRUST COMPANY7 years Filed as: NORTHERN TRUST Service code 21 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $201,490 |
MERCER3 years Service code 28 · EIN 61-0736136 | Investment Management | $127,813 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $26,500 |
AON CONSULTING9+ years Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $20,148 |
BALLARD SPAHR LLP9+ years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $11,651 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,648 | $88,686+62.0% | $129,995+10.5% | $96,393+49.0% |
| Participation rate | 73.4% | 78.8%-5.5pp | 78.5%-5.1pp | 71.3%+2.1pp |
| Annual return | 16.68% | 17.57%-0.9pp | -137.18%+153.9pp | 22.88%-6.2pp |
| Employer contribution / active EE | $2,253 | $2,843-20.8% | $4,320-47.9% | $3,238-30.4% |
| Participant deferral / active EE | $5,866 | $4,908+19.5% | $5,820+0.8% | $5,455+7.5% |
| Admin fee / account holder | $79 | $60+32.3% | $10,614-99.3% | $74+7.0% |