Filed December 16, 2015 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $355,708 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $53,434 |
WITHUMSMITH+BROWN, PC1+ years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $47,050 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 17 · EIN 23-1159360 | Pension Consulting | $25,000 |
SAMET & COMPANY PC1+ years Service code 10 · EIN 04-3027605 | Accounting | $23,750 |
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $6,065 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,468 | $78,181+95.0% | $57,357+165.8% | $67,505+125.9% |
| Participation rate | 86.5% | 76.6%+9.9pp | 75.1%+11.5pp | 71.2%+15.3pp |
| Annual return | 0.69% | 2.76%-2.1pp | 24.41%-23.7pp | 6.52%-5.8pp |
| Employer contribution / active EE | $8,386 | $3,924+113.7% | $2,689+211.9% | $2,173+285.9% |
| Participant deferral / active EE | $2,629 | $3,501-24.9% | $3,162-16.8% | $3,597-26.9% |
| Admin fee / account holder | $57 | $27+116.3% | $3,357-98.3% | $56+2.1% |