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 | $65,405 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $18,423 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE Service code 10 111 S. WACKER DRIVE, SUITE 1800 · CHICAGO, IL 60606 | Accounting | $6,886 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,029 | $99,212-64.7% | $96,564-63.7% | $74,478-53.0% |
| Participation rate | 93.9% | 80.7%+13.2pp | 76.0%+17.9pp | 70.7%+23.2pp |
| Annual return | 15.33% | 22.40%-7.1pp | 25.89%-10.6pp | 34.37%-19.0pp |
| Employer contribution / active EE | $4,089 | $2,569+59.1% | $2,967+37.8% | $2,637+55.1% |
| Participant deferral / active EE | $2,780 | $4,938-43.7% | $4,852-42.7% | $4,530-38.6% |
| Admin fee / account holder | $125 | $225-44.4% | $8,256-98.5% | $347-64.0% |