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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $65,792 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $65,000 |
VEDDER PRICE3 years Filed as: VEDDER PRICE PC Service code 29 · EIN 36-3254526 | Legal | $31,369 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $20,169 |
Form 5500 reported that benefits due were not provided when due.
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 | $72,991 | $83,826-12.9% | $125,195-41.7% | $82,204-11.2% |
| Participation rate | 90.1% | 83.1%+6.9pp | 79.8%+10.3pp | 73.4%+16.7pp |
| Annual return | 23.21% | 22.78%+0.4pp | 43.79%-20.6pp | 26.31%-3.1pp |
| Employer contribution / active EE | $1,239 | $2,267-45.3% | $3,866-67.9% | $2,707-54.2% |
| Participant deferral / active EE | $3,529 | $4,293-17.8% | $4,937-28.5% | $4,246-16.9% |
| Admin fee / account holder | $30 | $74-59.7% | $9,704-99.7% | $76-60.4% |