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 | $509,465 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $107,000 |
Filed as: REINHART, BOERNER VANDEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $100,434 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $13,325 |
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 | $174,538 | $100,921+72.9% | $82,312+112.0% | $177,276-1.5% |
| Participation rate | 88.9% | 86.9%+1.9pp | 76.9%+12.0pp | 74.8%+14.0pp |
| Annual return | 16.35% | 20.33%-4.0pp | 25.88%-9.5pp | 21.25%-4.9pp |
| Employer contribution / active EE | $5,312 | $3,145+68.9% | $2,428+118.7% | $2,479+114.3% |
| Participant deferral / active EE | $5,755 | $5,192+10.8% | $3,706+55.3% | $3,881+48.3% |
| Admin fee / account holder | $82 | $64+27.2% | $5,608-98.5% | $154-47.0% |