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 | $58,963 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE Service code 10 111 S. WACKER DRIVE, SUITE 1800 · CHICAGO, IL 60606 | Accounting | $5,487 |
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 | $26,433 | $72,303-63.4% | $86,717-69.5% | $64,829-59.2% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.6%+16.7pp | 71.5%+21.8pp |
| Annual return | -15.39% | 392.77%-408.2pp | 35.97%-51.4pp | 32.85%-48.2pp |
| Employer contribution / active EE | $3,435 | $2,393+43.5% | $2,837+21.1% | $2,507+37.0% |
| Participant deferral / active EE | $2,630 | $4,660-43.5% | $4,657-43.5% | $4,312-39.0% |
| Admin fee / account holder | $79 | $174-54.5% | $7,494-98.9% | $188-57.9% |