Filed October 15, 2002
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $161,111 |
AON CONSULTING7 years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $37,502 |
VEDDER PRICE8 years Filed as: VEDDER PRICE PC Service code 29 · EIN 36-3254526 | Legal | $30,381 |
RSM US LLP7 years Service code 10 · EIN 42-0714325 | Accounting | $25,200 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,666 | $2,703,213-96.1% | $165,100-36.0% | $200,096-47.2% |
| Participation rate | 91.3% | 78.4%+12.8pp | 78.6%+12.7pp | 72.0%+19.3pp |
| Annual return | 14.87% | 17.97%-3.1pp | 70.21%-55.3pp | 34.26%-19.4pp |
| Employer contribution / active EE | $1,621 | $2,973-45.5% | $4,348-62.7% | $3,038-46.6% |
| Participant deferral / active EE | $5,191 | $5,021+3.4% | $6,035-14.0% | $5,090+2.0% |
| Admin fee / account holder | $65 | $1,999-96.7% | $12,696-99.5% | $269-75.8% |