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 LLP8 years Service code 10 · EIN 36-6055558 | Accounting | $29,400 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $21,146 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 49 · EIN 82-1061233 | Other Services | $2,400 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$667,056 |
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 | $106,497 | $161,802-34.2% | $96,564+10.3% | $96,393+10.5% |
| Participation rate | 90.6% | 92.5%-1.8pp | 76.0%+14.6pp | 71.3%+19.3pp |
| Annual return | 16.33% | 18.41%-2.1pp | 25.89%-9.6pp | 22.88%-6.5pp |
| Employer contribution / active EE | $677 | $5,381-87.4% | $2,967-77.2% | $3,239-79.1% |
| Participant deferral / active EE | $7,779 | $8,927-12.9% | $4,852+60.3% | $5,455+42.6% |
| Admin fee / account holder | $0 | $61-100.0% | $8,256-100.0% | $74-100.0% |