Filed September 21, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 98-1348145 | Consulting | $599,752 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $410,715 |
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS CO Service code 27 · EIN 04-2647786 | Advisory (Plan) | $182,671 |
NEPC, LLC2 years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $57,991 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $14,468 |
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 | $97,375 | $68,330+42.5% | $149,740-35.0% | $96,393+1.0% |
| Participation rate | 65.8% | 74.6%-8.8pp | 78.8%-13.0pp | 71.3%-5.5pp |
| Annual return | 17.35% | 29.64%-12.3pp | 134.51%-117.2pp | 22.88%-5.5pp |
| Employer contribution / active EE | $2,434 | $2,139+13.8% | $4,821-49.5% | $3,239-24.8% |
| Participant deferral / active EE | $3,740 | $4,422-15.4% | $5,683-34.2% | $5,455-31.4% |
| Admin fee / account holder | $88 | $52+69.0% | $13,222-99.3% | $74+18.9% |