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 Service code 10 · EIN 36-6055558 | Accounting | $47,032 |
VEDDER PRICE4+ years Service code 29 · EIN 36-3254526 | Legal | $25,065 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$76,373 |
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 | $98,854 | $127,796-22.6% | $76,768+28.8% | $73,367+34.7% |
| Participation rate | 84.0% | 88.2%-4.1pp | 77.0%+7.1pp | 69.5%+14.6pp |
| Annual return | -3.59% | -2.31%-1.3pp | 2.43%-6.0pp | 173.45%-177.0pp |
| Employer contribution / active EE | $259 | $3,931-93.4% | $2,485-89.6% | $2,499-89.6% |
| Participant deferral / active EE | $6,651 | $6,924-3.9% | $3,852+72.7% | $4,033+64.9% |
| Admin fee / account holder | $0 | $66-100.0% | $6,676-100.0% | $68-100.0% |