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 LLP7 years Service code 10 · EIN 36-6055558 | Accounting | $28,350 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $24,688 |
VEDDER PRICE8+ years Service code 29 · EIN 36-3254526 | Legal | $4,706 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS Service code 49 · EIN 82-1061233 | Other Services | $1,200 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$490,656 |
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 | $94,156 | $138,331-31.9% | $86,717+8.6% | $89,433+5.3% |
| Participation rate | 88.9% | 88.9%0pp | 76.6%+12.3pp | 71.3%+17.6pp |
| Annual return | -14.92% | -11.72%-3.2pp | 35.97%-50.9pp | -11.88%-3.0pp |
| Employer contribution / active EE | $472 | $4,812-90.2% | $2,837-83.4% | $3,021-84.4% |
| Participant deferral / active EE | $6,972 | $8,027-13.1% | $4,657+49.7% | $5,125+36.1% |
| Admin fee / account holder | $0 | $64-100.0% | $7,494-100.0% | $79-100.0% |