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 | $395,435 |
MCDERMOTT WILL & EMERY LLP2 years Filed as: MCDERMOTT, WILL & EMORY Service code 16 · EIN 36-1453176 | Consulting | $162,654 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $67,752 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $30,896 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 16 · EIN 36-2235791 | Consulting | $21,782 |
JACKSON LEWIS P.C.3+ years Service code 50 · EIN 46-3862389 | Direct Payment | $10,430 |
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE TAX LLP Service code 50 · EIN 86-1065772 | Direct Payment | $9,531 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $8,442 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,768 | $117,734+2.6% | $115,752+4.3% | $77,958+54.9% |
| Participation rate | 88.1% | 82.0%+6.0pp | 77.8%+10.3pp | 71.6%+16.4pp |
| Annual return | 19.43% | 17.65%+1.8pp | 19.41%0pp | 20.87%-1.4pp |
| Employer contribution / active EE | $4,867 | $2,736+77.9% | $3,492+39.4% | $2,310+110.6% |
| Participant deferral / active EE | $6,626 | $4,435+49.4% | $5,204+27.3% | $3,537+87.4% |
| Admin fee / account holder | $127 | $75+69.2% | $6,278-98.0% | $97+30.3% |