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 LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $27,510 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $24,066 |
VEDDER PRICE5+ years Service code 29 · EIN 36-3254526 | Legal | $22,928 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 49 · EIN 82-1061233 | Other Services | $400 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$234,185 |
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 | $112,158 | $143,368-21.8% | $87,102+28.8% | $89,609+25.2% |
| Participation rate | 85.0% | 88.2%-3.2pp | 76.9%+8.2pp | 69.6%+15.4pp |
| Annual return | 21.31% | 28.55%-7.2pp | 28.19%-6.9pp | 33.65%-12.3pp |
| Employer contribution / active EE | $355 | $4,012-91.2% | $2,521-85.9% | $2,584-86.3% |
| Participant deferral / active EE | $6,526 | $7,129-8.5% | $4,048+61.2% | $4,222+54.6% |
| Admin fee / account holder | $0 | $61-100.0% | $7,493-100.0% | $72-100.0% |