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 | $407,756 |
Service code 27 · EIN 53-0181291 | Advisory (Plan) | $141,322 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART, BOERNER VANDEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $73,061 |
ERNST & YOUNG LLP4 years Service code 10 · EIN 34-6565596 | Accounting | $12,300 |
Form 5500 reported that benefits due were not provided when due.
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 | $190,976 | $117,238+62.9% | $87,102+119.3% | $82,204+132.3% |
| Participation rate | 88.9% | 87.2%+1.7pp | 76.9%+12.0pp | 73.4%+15.5pp |
| Annual return | 21.05% | 25.80%-4.8pp | 28.19%-7.1pp | 26.31%-5.3pp |
| Employer contribution / active EE | $5,826 | $3,535+64.8% | $2,521+131.1% | $2,707+115.2% |
| Participant deferral / active EE | $6,316 | $5,976+5.7% | $4,048+56.0% | $4,246+48.8% |
| Admin fee / account holder | $74 | $81-8.6% | $7,493-99.0% | $76-1.8% |