Filed March 1, 2005
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $656,356 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WATSON WYATT Service code 16 · EIN 52-1868818 | Consulting | $107,000 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART Service code 29 · EIN 39-1126909 | Legal | $21,586 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART, BOERNER VANDEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $13,569 |
ERNST & YOUNG LLP1+ years Filed as: ERNST Service code 10 · EIN 34-6565596 | Accounting | $11,700 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN GROUP Service code 10 · EIN 59-3676225 | Accounting | $7,000 |
Service code 10 · EIN 20-3457986 | Accounting | $4,885 |
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 | $139,789 | $82,422+69.6% | $67,652+106.6% | $67,505+107.1% |
| Participation rate | 86.5% | 84.2%+2.3pp | 75.7%+10.8pp | 71.2%+15.3pp |
| Annual return | -0.25% | 12.72%-13.0pp | 6625.40%-6625.6pp | 6.52%-6.8pp |
| Employer contribution / active EE | $4,966 | $2,879+72.5% | $2,266+119.2% | $2,173+128.5% |
| Participant deferral / active EE | $4,842 | $5,020-3.5% | $3,560+36.0% | $3,597+34.6% |
| Admin fee / account holder | $84 | $53+58.4% | $4,821-98.3% | $56+50.1% |