Filed February 2, 2006 (most recent of 2 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 |
|---|---|---|
Service code 13 · EIN 04-2647786 | Contract Administrator | $563,766 |
MARQUETTE ASSOCIATES8 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $80,966 |
WIPFLI LLP3 years Service code 10 · EIN 39-0758449 | Accounting | $18,850 |
Filed as: FIDELITY INV INST CO. Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,468 | $68,110+71.0% | $155,556-25.1% | $99,313+17.3% |
| Participation rate | 76.6% | 67.8%+8.8pp | 78.2%-1.6pp | 71.7%+4.9pp |
| Annual return | 13.44% | 16.16%-2.7pp | 64.84%-51.4pp | 17.67%-4.2pp |
| Employer contribution / active EE | $2,982 | $2,291+30.2% | $4,675-36.2% | $3,264-8.7% |
| Participant deferral / active EE | $5,022 | $3,865+29.9% | $5,631-10.8% | $5,346-6.1% |
| Admin fee / account holder | $78 | $94-17.2% | $15,885-99.5% | $109-28.7% |