Filed March 19, 2003
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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,080,244 |
Service code 49 · EIN 20-0663007 | Other Services | $184,600 |
NEPC, LLC7 years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $153,641 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $82,000 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $23,055 |
EIDE BAILLY LLP5 years Filed as: EIDEBAILLY Service code 10 · EIN 45-0250958 | Accounting | $14,418 |
Service code 29 · EIN 58-0616335 | Legal | $11,994 |
DONNELLEY FINANCIAL SOLUTIONS UK1 year Service code 49 | Other Services | $1,494 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,499 | $166,271-43.8% | $191,597-51.2% | $166,271-43.8% |
| Participation rate | 89.3% | 79.1%+10.2pp | 76.9%+12.4pp | 79.1%+10.2pp |
| Annual return | 18.11% | 15.58%+2.5pp | 27.07%-9.0pp | 15.58%+2.5pp |
| Employer contribution / active EE | $2,973 | $4,136-28.1% | $5,025-40.8% | $4,136-28.1% |
| Participant deferral / active EE | $5,098 | $7,214-29.3% | $6,850-25.6% | $7,214-29.3% |
| Admin fee / account holder | $22 | $445-95.1% | $22,799-99.9% | $445-95.1% |