Filed December 16, 2015 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $494,345 |
HEWITT ASSOCIATES LLC5+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $18,351 |
TIAA5+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $15,430 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 17 · EIN 23-1159360 | Pension Consulting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $250,294 | $109,303+129.0% | $69,480+260.2% | $82,204+204.5% |
| Participation rate | 55.3% | 74.9%-19.6pp | 74.6%-19.3pp | 73.4%-18.1pp |
| Annual return | 18.03% | 20.08%-2.0pp | 28.99%-11.0pp | 26.31%-8.3pp |
| Employer contribution / active EE | $10,432 | $5,149+102.6% | $2,780+275.3% | $2,707+285.3% |
| Participant deferral / active EE | $0 | $4,210-100.0% | $3,537-100.0% | $4,246-100.0% |
| Admin fee / account holder | $55 | $29+86.9% | $3,840-98.6% | $76-27.9% |