Filed February 26, 2004
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 INVESTMENTS Service code 11 · EIN 04-3022712 | Actuarial | $651,451 |
KUTAK ROCK LLP6+ years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $90,565 |
WIPFLI LLP6+ years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $15,400 |
FID INV INST OPS CO1 year Filed as: FID MGMT TRUST COMPANY Service code 21 · EIN 04-2723880 | Bank Trustee | $12,499 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $240,976-100.0% | $202,277-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 30.0%-30.0pp | 37.6%-37.6pp |
| Annual return | -5.33% | 8.32%-13.7pp | 8.88%-14.2pp | 9.30%-14.6pp |
| Employer contribution / active EE | $0 | $47,428-100.0% | $42,607-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $46-100.0% | $94-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $2,086-100.0% | $2,086-100.0% | $12,596-100.0% |