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 | $775,731 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $48,246 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $6,226 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $6,039 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,950 | $93,094-78.6% | $106,387-81.2% | $68,904-71.0% |
| Participation rate | 77.6% | 83.9%-6.3pp | 77.5%+0.2pp | 74.1%+3.5pp |
| Annual return | -6.97% | -2.12%-4.9pp | 0.25%-7.2pp | 1.07%-8.0pp |
| Employer contribution / active EE | $884 | $3,237-72.7% | $3,520-74.9% | $2,540-65.2% |
| Participant deferral / active EE | $1,557 | $5,445-71.4% | $5,421-71.3% | $4,015-61.2% |
| Admin fee / account holder | $89 | $85+4.9% | $7,510-98.8% | $71+25.3% |