Filed September 21, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $98,980 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISERS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,230 |
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $18,035 |
NEPC, LLC2 years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $15,725 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $105,257 | $68,330+54.0% | $149,740-29.7% | $96,393+9.2% |
| Participation rate | 47.4% | 74.6%-27.2pp | 78.8%-31.4pp | 71.3%-23.9pp |
| Annual return | 666.73% | 29.64%+637.1pp | 134.51%+532.2pp | 22.88%+643.9pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,821-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $524 | $4,422-88.1% | $5,683-90.8% | $5,455-90.4% |
| Admin fee / account holder | $10 | $52-81.2% | $13,222-99.9% | $74-86.8% |