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 LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $35,972 |
VEDDER PRICE4+ years Service code 29 · EIN 36-3254526 | Legal | $33,010 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$255,856 |
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 | $201,995 | $78,852+156.2% | $76,768+163.1% | $75,289+168.3% |
| Participation rate | 97.5% | 85.0%+12.5pp | 77.0%+20.5pp | 72.4%+25.1pp |
| Annual return | -4.02% | -1.29%-2.7pp | 2.43%-6.4pp | -0.04%-4.0pp |
| Employer contribution / active EE | $5,201 | $2,794+86.1% | $2,485+109.3% | $2,405+116.2% |
| Participant deferral / active EE | $9,547 | $4,800+98.9% | $3,852+147.9% | $3,739+155.3% |
| Admin fee / account holder | $0 | $79-100.0% | $6,676-100.0% | $102-100.0% |