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 | $569,560 |
Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $80,250 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART Service code 29 · EIN 39-1126909 | Legal | $45,132 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WATSON WYATT Service code 27 · EIN 52-1868818 | Advisory (Plan) | $26,750 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART, BOERNER VANDEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $14,101 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $12,500 |
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 | $151,097 | $88,581+70.6% | $74,184+103.7% | $65,292+131.4% |
| Participation rate | 90.0% | 86.2%+3.8pp | 76.6%+13.4pp | 72.4%+17.6pp |
| Annual return | 8.42% | 11.72%-3.3pp | 17.74%-9.3pp | 11.84%-3.4pp |
| Employer contribution / active EE | $4,797 | $3,021+58.8% | $2,370+102.4% | $2,302+108.4% |
| Participant deferral / active EE | $5,313 | $4,898+8.5% | $3,550+49.7% | $3,579+48.5% |
| Admin fee / account holder | $79 | $60+32.5% | $5,586-98.6% | $57+38.1% |