Filed December 24, 2004 (most recent of 6 filings on file)
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 INVSTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,072,947 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $115,324 |
MERCER3 years Filed as: PAVILION ADVISORY GROUP INC. Service code 16 · EIN 04-3831795 | Consulting | $103,136 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $21,850 |
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 | $120,495 | $106,734+12.9% | $75,906+58.7% | $89,609+34.5% |
| Participation rate | 93.8% | 65.6%+28.2pp | 69.3%+24.5pp | 69.6%+24.2pp |
| Annual return | 20.34% | 24.20%-3.9pp | 30.73%-10.4pp | 33.65%-13.3pp |
| Employer contribution / active EE | $2,703 | $3,939-31.4% | $2,501+8.1% | $2,584+4.6% |
| Participant deferral / active EE | $6,385 | $3,965+61.0% | $3,604+77.2% | $4,222+51.2% |
| Admin fee / account holder | $28 | $80-65.5% | $5,421-99.5% | $72-61.4% |