Filed June 25, 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 |
|---|---|---|
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $26,090 |
VEDDER PRICE2+ years Service code 29 · EIN 36-3254526 | Legal | $22,264 |
INTERNAL REVENUE SERVICE1 year Service code 50 · EIN 61-1785539 | Direct Payment | $10,123 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$208,667 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,826 | $80,211+142.9% | $74,184+162.6% | $63,975+204.5% |
| Participation rate | 97.7% | 84.2%+13.5pp | 76.6%+21.1pp | 71.1%+26.6pp |
| Annual return | 7.10% | 14.13%-7.0pp | 17.74%-10.6pp | 48.65%-41.6pp |
| Employer contribution / active EE | $5,210 | $2,553+104.0% | $2,370+119.8% | $2,182+138.8% |
| Participant deferral / active EE | $9,517 | $4,370+117.8% | $3,550+168.1% | $3,356+183.6% |
| Admin fee / account holder | $0 | $67-100.0% | $5,586-100.0% | $70-100.0% |