Filed November 29, 2005 (most recent of 6 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. OPS. CO. Service code 11 · EIN 04-2647786 | Actuarial | $1,346,707 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $151,908 |
GRANT THORNTON LLP8 years Service code 10 · EIN 36-6055558 | Accounting | $26,312 |
Service code 29 · EIN 38-1407377 | Legal | $12,150 |
Service code 22 · EIN 13-4206965 | Insurance Broker | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | -8.35% | 3.70%-12.0pp | 7.69%-16.0pp | 24.44%-32.8pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |