Filed December 16, 2015 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $336,211 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $54,253 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 17 · EIN 23-1159360 | Pension Consulting | $46,000 |
WITHUMSMITH+BROWN, PC2+ years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $22,840 |
SAMET & COMPANY PC2+ years Service code 10 · EIN 04-3027605 | Accounting | $22,500 |
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $15,800 |
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 | $159,094 | $91,420+74.0% | $57,196+178.2% | $65,292+143.7% |
| Participation rate | 87.4% | 72.6%+14.8pp | 75.3%+12.0pp | 72.4%+14.9pp |
| Annual return | 6.77% | 7.55%-0.8pp | 14.59%-7.8pp | 11.84%-5.1pp |
| Employer contribution / active EE | $8,745 | $3,776+131.6% | $2,683+225.9% | $2,302+279.9% |
| Participant deferral / active EE | $2,688 | $3,512-23.4% | $3,096-13.2% | $3,579-24.9% |
| Admin fee / account holder | $56 | $22+157.7% | $3,141-98.2% | $57-2.1% |