Filed September 21, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $486,743 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 98-1348145 | Consulting | $367,114 |
CAP FINANCIAL PARTNERS, LLC5 years Service code 16 · EIN 26-0058143 | Consulting | $63,193 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$654,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,236 | $68,062+59.0% | $185,854-41.8% | $106,520+1.6% |
| Participation rate | 69.9% | 75.2%-5.3pp | 81.7%-11.8pp | 71.3%-1.4pp |
| Annual return | 15.75% | 18.20%-2.5pp | 122.12%-106.4pp | 19.28%-3.5pp |
| Employer contribution / active EE | $2,410 | $1,997+20.7% | $5,169-53.4% | $2,840-15.2% |
| Participant deferral / active EE | $3,597 | $3,990-9.8% | $5,569-35.4% | $4,948-27.3% |
| Admin fee / account holder | $19 | $53-63.0% | $16,246-99.9% | $75-73.8% |