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 | $642,639 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY VEST Service code 10 · EIN 20-2217636 | Accounting | $112,500 |
JMW CONSULTING, INC.2+ years Service code 10 · EIN 36-3859085 | Accounting | $30,649 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $29,840 |
Filed as: MORRIS, MANNING & MARTIN LLP Service code 10 · EIN 58-1269995 | Accounting | $19,165 |
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 | $80,891 | $88,581-8.7% | $74,184+9.0% | $65,292+23.9% |
| Participation rate | 95.4% | 86.2%+9.2pp | 76.6%+18.8pp | 72.4%+22.9pp |
| Annual return | 13.14% | 11.72%+1.4pp | 17.74%-4.6pp | 11.84%+1.3pp |
| Employer contribution / active EE | $4,010 | $3,021+32.8% | $2,370+69.2% | $2,302+74.2% |
| Participant deferral / active EE | $3,597 | $4,898-26.6% | $3,550+1.3% | $3,579+0.5% |
| Admin fee / account holder | $74 | $60+24.1% | $5,586-98.7% | $57+29.4% |