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 | $85,247 |
Filed as: REINHART, BOERNER VANDEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $13,526 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $13,325 |
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 | $18,678 | $69,305-73.0% | $82,312-77.3% | $69,634-73.2% |
| Participation rate | 92.1% | 80.3%+11.8pp | 76.9%+15.2pp | 70.7%+21.4pp |
| Annual return | 14.37% | 21.47%-7.1pp | 25.88%-11.5pp | 27572.26%-27557.9pp |
| Employer contribution / active EE | $2,402 | $1,887+27.3% | $2,428-1.1% | $2,032+18.2% |
| Participant deferral / active EE | $1,458 | $3,568-59.1% | $3,706-60.7% | $3,224-54.8% |
| Admin fee / account holder | $148 | $97+51.9% | $5,608-97.4% | $110+33.6% |