Filed January 19, 2016 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $544,862 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $346,461 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $12,390 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,410 | $153,784+58.3% | $105,624+130.4% | $99,313+145.1% |
| Participation rate | 96.8% | 92.3%+4.5pp | 75.3%+21.5pp | 71.7%+25.1pp |
| Annual return | 14.77% | 14.98%-0.2pp | 116.20%-101.4pp | 17.67%-2.9pp |
| Employer contribution / active EE | $12,933 | $5,293+144.4% | $3,168+308.3% | $3,264+296.2% |
| Participant deferral / active EE | $12,717 | $8,286+53.5% | $5,013+153.7% | $5,346+137.9% |
| Admin fee / account holder | $94 | $77+21.8% | $10,961-99.1% | $109-13.7% |