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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $98,390 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $46,655 |
VEDDER PRICE3+ years Service code 29 · EIN 36-3254526 | Legal | $30,055 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $107,669 | $136,209-21.0% | $82,312+30.8% | $80,976+33.0% |
| Participation rate | 82.4% | 88.0%-5.6pp | 76.9%+5.5pp | 68.3%+14.2pp |
| Annual return | 13.57% | 21.54%-8.0pp | 25.88%-12.3pp | 22.91%-9.3pp |
| Employer contribution / active EE | $265 | $3,633-92.7% | $2,428-89.1% | $2,402-89.0% |
| Participant deferral / active EE | $6,284 | $6,693-6.1% | $3,706+69.6% | $3,848+63.3% |
| Admin fee / account holder | $6 | $62-90.1% | $5,608-99.9% | $67-90.9% |