Filed November 11, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVS. INST. OPS. CO., INC. Service code 25 · EIN 04-2647786 | Directed Trustee | $245,100 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $40,251 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 16 · EIN 36-2235791 | Consulting | $26,251 |
JACKSON LEWIS P.C.1+ years Service code 50 · EIN 46-3862389 | Direct Payment | $6,739 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $5,355 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,058 | $99,628+0.4% | $105,218-4.9% | $59,188+69.1% |
| Participation rate | 86.3% | 80.5%+5.9pp | 77.2%+9.1pp | 69.4%+16.9pp |
| Annual return | 4.41% | 3.21%+1.2pp | 5.33%-0.9pp | 5.51%-1.1pp |
| Employer contribution / active EE | $3,049 | $2,454+24.3% | $3,255-6.3% | $2,098+45.3% |
| Participant deferral / active EE | $5,714 | $4,189+36.4% | $4,867+17.4% | $3,265+75.0% |
| Admin fee / account holder | $64 | $62+2.5% | $6,992-99.1% | $92-30.6% |