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 LLP3+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $26,095 |
VEDDER PRICE3+ years Service code 29 · EIN 36-3254526 | Legal | $6,415 |
INTERNAL REVENUE SERVICE2 years Service code 14 · EIN 61-1785539 | Plan Administrator | $6 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$154,626 |
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 | $219,865 | $88,730+147.8% | $82,312+167.1% | $77,958+182.0% |
| Participation rate | 97.4% | 84.5%+12.9pp | 76.9%+20.5pp | 71.6%+25.7pp |
| Annual return | 15.42% | 20.88%-5.5pp | 25.88%-10.5pp | 20.87%-5.4pp |
| Employer contribution / active EE | $5,202 | $2,758+88.6% | $2,428+114.2% | $2,310+125.2% |
| Participant deferral / active EE | $9,553 | $4,634+106.1% | $3,706+157.8% | $3,537+170.1% |
| Admin fee / account holder | $0 | $74-100.0% | $5,608-100.0% | $97-100.0% |