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 | $277,135 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 26 · EIN 20-8874282 | Advisory (Participants) | $81,550 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $68,723 |
GRANT THORNTON LLP4+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $51,046 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 26 · EIN 36-3109431 | Advisory (Participants) | $31,937 |
DELOITTE & TOUCHE LLP4+ years Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $8,410 |
MCDERMOTT WILL & EMERY LLP3 years Filed as: MCDERMOTT, WILL & EMORY Service code 10 · EIN 36-1453176 | Accounting | $7,682 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,642 | $118,101-3.8% | $106,387+6.8% | $75,289+50.9% |
| Participation rate | 88.0% | 81.4%+6.6pp | 77.5%+10.5pp | 72.4%+15.6pp |
| Annual return | -6.34% | -2.42%-3.9pp | 0.25%-6.6pp | -0.04%-6.3pp |
| Employer contribution / active EE | $4,872 | $2,880+69.2% | $3,520+38.4% | $2,405+102.6% |
| Participant deferral / active EE | $7,069 | $4,681+51.0% | $5,421+30.4% | $3,739+89.1% |
| Admin fee / account holder | $94 | $85+11.7% | $7,510-98.7% | $102-7.7% |