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 | $543,629 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART, BOERNER VANDEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $119,680 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $104,928 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $68,601 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $47,477 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,232 | $161,802+8.9% | $96,564+82.5% | $96,393+82.8% |
| Participation rate | 86.9% | 92.5%-5.6pp | 76.0%+10.9pp | 71.3%+15.6pp |
| Annual return | 16.99% | 18.41%-1.4pp | 25.89%-8.9pp | 22.88%-5.9pp |
| Employer contribution / active EE | $7,374 | $5,381+37.0% | $2,967+148.5% | $3,239+127.7% |
| Participant deferral / active EE | $7,582 | $8,927-15.1% | $4,852+56.3% | $5,455+39.0% |
| Admin fee / account holder | $81 | $61+32.6% | $8,256-99.0% | $74+9.3% |