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 | $408,716 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $128,525 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART, BOERNER VANDEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $68,656 |
ERNST & YOUNG LLP5 years Service code 10 · EIN 34-6565596 | Accounting | $11,100 |
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 | $215,123 | $124,049+73.4% | $95,968+124.2% | $93,223+130.8% |
| Participation rate | 90.1% | 88.4%+1.7pp | 77.1%+13.0pp | 74.9%+15.2pp |
| Annual return | 12.75% | 22.17%-9.4pp | 91.65%-78.9pp | 19.29%-6.5pp |
| Employer contribution / active EE | $6,067 | $3,478+74.5% | $2,542+138.7% | $2,680+126.4% |
| Participant deferral / active EE | $6,660 | $6,147+8.3% | $4,167+59.8% | $4,563+45.9% |
| Admin fee / account holder | $73 | $73+0.5% | $6,798-98.9% | $79-7.7% |