Filed December 16, 2015 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $634,821 |
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $74,938 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 17 · EIN 23-1159360 | Pension Consulting | $64,214 |
WITHUMSMITH+BROWN, PC4+ years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $26,816 |
SAMET & COMPANY PC4+ years Service code 10 · EIN 04-3027605 | Accounting | $16,750 |
TIAA4+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $10,142 |
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 | $216,966 | $91,937+136.0% | $59,899+262.2% | $68,904+214.9% |
| Participation rate | 41.2% | 74.4%-33.2pp | 74.7%-33.5pp | 74.1%-32.9pp |
| Annual return | -4.09% | -3.10%-1.0pp | 3.46%-7.6pp | 1.07%-5.2pp |
| Employer contribution / active EE | $10,085 | $4,347+132.0% | $2,723+270.4% | $2,540+297.0% |
| Participant deferral / active EE | $0 | $3,817-100.0% | $3,403-100.0% | $4,015-100.0% |
| Admin fee / account holder | $83 | $27+211.1% | $3,592-97.7% | $71+16.6% |