Filed December 16, 2015 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $564,210 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $90,955 |
WITHUMSMITH+BROWN, PC3+ years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $85,021 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 17 · EIN 23-1159360 | Pension Consulting | $73,528 |
SAMET & COMPANY PC3+ years Service code 10 · EIN 04-3027605 | Accounting | $45,000 |
SAP PUBLIC SERVICE1 year Service code 10 · EIN 54-1865804 | Accounting | $19,200 |
TIAA3+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $9,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $231,698 | $98,180+136.0% | $63,018+267.7% | $177,276+30.7% |
| Participation rate | 41.9% | 75.3%-33.4pp | 74.8%-32.9pp | 74.8%-33.0pp |
| Annual return | 14.99% | 16.81%-1.8pp | 87.63%-72.6pp | 21.25%-6.3pp |
| Employer contribution / active EE | $9,122 | $3,885+134.8% | $2,761+230.4% | $2,479+268.0% |
| Participant deferral / active EE | $2,802 | $3,805-26.4% | $3,330-15.9% | $3,881-27.8% |
| Admin fee / account holder | $89 | $31+184.4% | $3,601-97.5% | $154-42.5% |