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 | $25,988 |
VEDDER PRICE2+ years Service code 29 · EIN 36-3254526 | Legal | $25,331 |
INTERNAL REVENUE SERVICE1 year Service code 50 · EIN 61-1785538 | Direct Payment | $1,232 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$26,083 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $97,085 | $126,925-23.5% | $74,184+30.9% | $329,111-70.5% |
| Participation rate | 81.3% | 87.5%-6.3pp | 76.6%+4.7pp | 67.9%+13.4pp |
| Annual return | 12.74% | 10.67%+2.1pp | 17.74%-5.0pp | 16.35%-3.6pp |
| Employer contribution / active EE | $264 | $3,536-92.5% | $2,370-88.9% | $2,303-88.5% |
| Participant deferral / active EE | $5,897 | $6,619-10.9% | $3,550+66.1% | $3,682+60.2% |
| Admin fee / account holder | $0 | $64-100.0% | $5,586-100.0% | $754-100.0% |