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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $437,850 |
SAKS & COMPANY, LLC1 year Filed as: SAKS & COMPANY LLC Service code 14 · EIN 13-1256625 | Plan Administrator | $164,792 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING IN Service code 16 · EIN 36-3109431 | Consulting | $70,507 |
DELOITTE & TOUCHE LLP6+ years Service code 10 · EIN 13-3891517 | Accounting | $51,327 |
MCDERMOTT WILL & EMERY LLP4 years Service code 16 · EIN 36-1453176 | Consulting | $26,036 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $25,000 |
Filed as: CBIZ EAST INC Service code 10 · EIN 37-1798599 | Accounting | $4,725 |
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 | $51,924 | $103,657-49.9% | $95,763-45.8% | $103,657-49.9% |
| Participation rate | 83.9% | 73.4%+10.5pp | 72.3%+11.6pp | 73.4%+10.5pp |
| Annual return | 14.59% | 33.13%-18.5pp | 28.43%-13.8pp | 33.13%-18.5pp |
| Employer contribution / active EE | $376 | $3,216-88.3% | $2,836-86.8% | $3,216-88.3% |
| Participant deferral / active EE | $3,456 | $5,218-33.8% | $4,244-18.6% | $5,218-33.8% |
| Admin fee / account holder | $77 | $114-32.6% | $5,669-98.6% | $114-32.6% |