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 | $48,716 |
ERNST & YOUNG LLP3 years Service code 10 · EIN 34-6565596 | Accounting | $11,300 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE Service code 10 111 S. WACKER DRIVE, SUITE 1800 · CHICAGO, IL 60606 | Accounting | $6,722 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,398 | $185,342-85.2% | $111,319-75.4% | $86,828-68.4% |
| Participation rate | 87.9% | 81.0%+6.9pp | 77.3%+10.6pp | 72.3%+15.6pp |
| Annual return | 11.59% | 500.80%-489.2pp | 54.68%-43.1pp | 97.95%-86.4pp |
| Employer contribution / active EE | $2,415 | $2,246+7.5% | $2,732-11.6% | $2,406+0.4% |
| Participant deferral / active EE | $1,944 | $4,458-56.4% | $4,488-56.7% | $4,132-53.0% |
| Admin fee / account holder | $80 | $255-68.9% | $7,966-99.0% | $170-53.1% |