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 | $70,057 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $12,500 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART Service code 29 · EIN 39-1126909 | Legal | $757 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,492 | $63,905-75.8% | $74,184-79.1% | $57,661-73.1% |
| Participation rate | 93.2% | 79.8%+13.4pp | 76.6%+16.6pp | 70.2%+23.0pp |
| Annual return | 7.22% | 60.60%-53.4pp | 17.74%-10.5pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,069 | $1,840+12.4% | $2,370-12.7% | $1,974+4.8% |
| Participant deferral / active EE | $1,183 | $3,448-65.7% | $3,550-66.7% | $3,061-61.3% |
| Admin fee / account holder | $117 | $91+28.7% | $5,586-97.9% | $95+23.9% |