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 | $573,302 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $44,390 |
FINANCIAL ENGINES1 year Service code 27 · EIN 94-3250323 | Advisory (Plan) | $11,262 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE TAX LLP Service code 70 · EIN 86-1065772 | Consulting Fees | $8,955 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,756 | $82,204-71.1% | $392,568-93.9% | $82,204-71.1% |
| Participation rate | 77.3% | 73.4%+3.9pp | 78.1%-0.8pp | 73.4%+3.9pp |
| Annual return | 6.10% | 26.31%-20.2pp | 24.42%-18.3pp | 26.31%-20.2pp |
| Employer contribution / active EE | $907 | $2,707-66.5% | $3,783-76.0% | $2,707-66.5% |
| Participant deferral / active EE | $1,669 | $4,246-60.7% | $5,985-72.1% | $4,246-60.7% |
| Admin fee / account holder | $77 | $76+1.6% | $6,260-98.8% | $76+1.6% |