Filed June 18, 2002
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 INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $635,900 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY VEST Service code 10 · EIN 20-2217636 | Accounting | $90,000 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $28,000 |
JMW CONSULTING, INC.1+ years Service code 10 · EIN 36-3859085 | Accounting | $25,204 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,444 | $82,422-13.3% | $67,652+5.6% | $67,505+5.8% |
| Participation rate | 96.4% | 84.2%+12.3pp | 75.7%+20.8pp | 71.2%+25.2pp |
| Annual return | -4.33% | 12.72%-17.1pp | 6625.40%-6629.7pp | 6.52%-10.9pp |
| Employer contribution / active EE | $2,704 | $2,879-6.1% | $2,266+19.4% | $2,173+24.5% |
| Participant deferral / active EE | $3,366 | $5,020-33.0% | $3,560-5.5% | $3,597-6.4% |
| Admin fee / account holder | $76 | $53+42.3% | $4,821-98.4% | $56+34.8% |