Filed November 29, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $462,139 |
SAKS & COMPANY, LLC4 years Service code 14 · EIN 13-1256625 | Plan Administrator | $213,995 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 22-2232264 | Consulting | $99,987 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $42,500 |
MCDERMOTT WILL & EMERY LLP3 years Service code 16 · EIN 36-1453176 | Consulting | $29,121 |
Filed as: CBIZ EAST INC. Service code 10 · EIN 37-1798599 | Accounting | $3,150 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,015 | $78,104-39.8% | $91,215-48.5% | $78,104-39.8% |
| Participation rate | 79.1% | 74.5%+4.6pp | 73.2%+5.9pp | 74.5%+4.6pp |
| Annual return | -20.91% | 10.90%-31.8pp | 114.15%-135.1pp | 10.90%-31.8pp |
| Employer contribution / active EE | $509 | $3,128-83.7% | $2,852-82.2% | $3,128-83.7% |
| Participant deferral / active EE | $3,443 | $5,089-32.3% | $4,234-18.7% | $5,089-32.3% |
| Admin fee / account holder | $80 | $79+1.8% | $5,424-98.5% | $79+1.8% |