Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO LLC Service code 14 PO BOX 73307 · CHICAGO, IL 60673 | Plan Administrator | $4,636,265 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 875 THIRD AVE · NEW YORK, NY 10022 | Actuarial | $380,696 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $37,277 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $663,797-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.5%-40.5pp | 0.0%0pp |
| Annual return | 8.77% | 8.85%-0.1pp | 8.13%+0.6pp | 8.85%-0.1pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $42,719-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $12-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $13,741-100.0% | - |