Filed September 21, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $366,100 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 98-1348145 | Consulting | $356,621 |
NEPC, LLC1 year Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $42,745 |
CAP FINANCIAL PARTNERS, LLC6 years Service code 16 · EIN 26-0058143 | Consulting | $22,584 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $17,176 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$496,827 |
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 | $87,169 | $83,057+5.0% | $143,801-39.4% | $89,433-2.5% |
| Participation rate | 67.7% | 74.0%-6.3pp | 80.3%-12.6pp | 71.3%-3.5pp |
| Annual return | -16.44% | -13.97%-2.5pp | -0.04%-16.4pp | -11.88%-4.6pp |
| Employer contribution / active EE | $2,346 | $2,095+12.0% | $4,952-52.6% | $3,021-22.3% |
| Participant deferral / active EE | $3,644 | $4,281-14.9% | $5,639-35.4% | $5,125-28.9% |
| Admin fee / account holder | $22 | $83-73.2% | $14,680-99.8% | $79-72.0% |