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 |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $64,800 |
GRANT THORNTON LLP9 years Service code 10 · EIN 36-6055558 | Accounting | $29,400 |
Filed as: FIDELITY INV INST OP CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$344,452 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,470 | $178,759-32.6% | $102,460+17.6% | $106,553+13.1% |
| Participation rate | 90.1% | 91.3%-1.2pp | 76.5%+13.6pp | 69.8%+20.3pp |
| Annual return | 13.49% | 17.23%-3.7pp | 29.47%-16.0pp | 17.37%-3.9pp |
| Employer contribution / active EE | $680 | $5,750-88.2% | $3,025-77.5% | $3,359-79.7% |
| Participant deferral / active EE | $7,898 | $9,466-16.6% | $5,056+56.2% | $5,562+42.0% |
| Admin fee / account holder | $7 | $62-88.6% | $9,460-99.9% | $80-91.1% |