Filed March 21, 2005 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $214,999 |
BELLWETHER CONSULTING LLC5 years Service code 27 · EIN 22-3784192 | Advisory (Plan) | $39,000 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $37,275 |
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,857 | $48,337+42.5% | $67,560+1.9% | $80,959-14.9% |
| Participation rate | 97.7% | 66.4%+31.2pp | 72.9%+24.7pp | 67.7%+30.0pp |
| Annual return | 14.67% | 18.26%-3.6pp | 3533.50%-3518.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $15,651 | $2,023+673.8% | $2,737+471.9% | $2,757+467.7% |
| Participant deferral / active EE | $18,224 | $2,928+522.3% | $4,004+355.1% | $4,300+323.8% |
| Admin fee / account holder | $117 | $3,695-96.8% | $3,994-97.1% | $6,925-98.3% |