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 | $375,838 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $42,844 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 16 · EIN 36-2235791 | Consulting | $26,250 |
Filed as: MCDERMOTT, WILL & EMORY Service code 16 · EIN 36-1453176 | Consulting | $19,425 |
JACKSON LEWIS P.C.2+ years Service code 50 · EIN 46-3862389 | Direct Payment | $7,029 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,633 | $107,045-3.2% | $108,745-4.7% | $63,975+62.0% |
| Participation rate | 87.1% | 81.9%+5.2pp | 77.7%+9.4pp | 71.1%+16.0pp |
| Annual return | 6.90% | 18.14%-11.2pp | 46.22%-39.3pp | 48.65%-41.8pp |
| Employer contribution / active EE | $3,773 | $2,651+42.3% | $3,323+13.5% | $2,182+72.9% |
| Participant deferral / active EE | $6,286 | $4,292+46.5% | $5,121+22.7% | $3,356+87.3% |
| Admin fee / account holder | $88 | $67+31.1% | $6,144-98.6% | $70+25.0% |