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 | $534,972 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $34,729 |
MCDERMOTT WILL & EMERY LLP1+ years Filed as: MCDERMOTT WILL & EMERY Service code 40 · EIN 36-1453176 | Foreign entity (e.g., an agent or bro... | $6,535 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,693 | $69,651-74.6% | $105,218-83.2% | $69,651-74.6% |
| Participation rate | 75.2% | 66.6%+8.6pp | 77.2%-2.1pp | 66.6%+8.6pp |
| Annual return | 8.29% | 53.77%-45.5pp | 5.33%+3.0pp | 53.77%-45.5pp |
| Employer contribution / active EE | $526 | $2,241-76.5% | $3,255-83.8% | $2,241-76.5% |
| Participant deferral / active EE | $1,159 | $3,635-68.1% | $4,867-76.2% | $3,635-68.1% |
| Admin fee / account holder | $64 | $63+0.8% | $6,992-99.1% | $63+0.8% |