Filed June 16, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $634,746 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $77,500 |
Filed as: FIDELITY INVESTMENTS INSTL OPS CO. Service code 50 · EIN 04-2647786 | Direct Payment | $3,254 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $853 |
Filed as: THE PRUDENTIAL INS CO. OF AMERICA Service code 37 · EIN 22-1211670 | Loan Processing | $117 |
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 | $66,015 | $83,057-20.5% | $143,801-54.1% | $89,433-26.2% |
| Participation rate | 95.2% | 74.0%+21.2pp | 80.3%+14.9pp | 71.3%+24.0pp |
| Annual return | -14.10% | -13.97%-0.1pp | -0.04%-14.1pp | -11.88%-2.2pp |
| Employer contribution / active EE | $2,016 | $2,095-3.8% | $4,952-59.3% | $3,021-33.3% |
| Participant deferral / active EE | $5,605 | $4,281+30.9% | $5,639-0.6% | $5,125+9.4% |
| Admin fee / account holder | $38 | $83-53.8% | $14,680-99.7% | $79-51.7% |