Filed November 11, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $330,434 |
FINANCIAL ENGINES1 year Service code 27 · EIN 94-3250323 | Advisory (Plan) | $133,116 |
Filed as: LOCKTON-DUNNING SERIES OF LOCKTONCO Service code 16 · EIN 20-3354970 | Consulting | $100,308 |
Service code 16 · EIN 20-8874282 | Consulting | $70,000 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $44,490 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 26 · EIN 36-3109431 | Advisory (Participants) | $27,688 |
SEYFARTH SHAW LLP3 years Service code 29 · EIN 36-2152202 | Legal | $17,045 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 16 · EIN 34-1753575 | Consulting | $13,676 |
DELOITTE & TOUCHE LLP5+ years Filed as: DELOITTE TAX LLP Service code 70 · EIN 86-1065772 | Consulting Fees | $6,820 |
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 | $116,405 | $82,204+41.6% | $392,568-70.3% | $82,204+41.6% |
| Participation rate | 97.5% | 73.4%+24.1pp | 78.1%+19.5pp | 73.4%+24.1pp |
| Annual return | 31.05% | 26.31%+4.7pp | 24.42%+6.6pp | 26.31%+4.7pp |
| Employer contribution / active EE | $4,421 | $2,707+63.3% | $3,783+16.9% | $2,707+63.3% |
| Participant deferral / active EE | $6,510 | $4,246+53.3% | $5,985+8.8% | $4,246+53.3% |
| Admin fee / account holder | $108 | $76+42.8% | $6,260-98.3% | $76+42.8% |