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 | $842,580 |
MCDERMOTT WILL & EMERY LLP3+ years Filed as: MCDERMOTT WILL & EMERY Service code 40 · EIN 36-1453176 | Foreign entity (e.g., an agent or bro... | $58,306 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $43,216 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $9,531 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $9,104 |
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 | $19,495 | $80,976-75.9% | $115,752-83.2% | $80,976-75.9% |
| Participation rate | 77.2% | 68.3%+9.0pp | 77.8%-0.5pp | 68.3%+9.0pp |
| Annual return | 16.06% | 22.91%-6.8pp | 19.41%-3.3pp | 22.91%-6.8pp |
| Employer contribution / active EE | $800 | $2,402-66.7% | $3,492-77.1% | $2,402-66.7% |
| Participant deferral / active EE | $1,371 | $3,848-64.4% | $5,204-73.7% | $3,848-64.4% |
| Admin fee / account holder | $94 | $67+39.7% | $6,278-98.5% | $67+39.7% |