Filed October 4, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,551,274 |
Service code 37 · EIN 04-2647786 | Loan Processing | $813,242 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 17 · EIN 52-1868818 | Pension Consulting | $135,000 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $131,234 |
Service code 17 · EIN 81-4017137 | Pension Consulting | $62,038 |
MERCER1 year Service code 99 · EIN 13-2834414 | Other Fees | $20,097 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $177,089 | $116,243+52.3% | $91,994+92.5% | $89,609+97.6% |
| Participation rate | 95.0% | 84.8%+10.3pp | 78.6%+16.4pp | 69.6%+25.5pp |
| Annual return | 17.63% | 23.75%-6.1pp | 69.04%-51.4pp | 33.65%-16.0pp |
| Employer contribution / active EE | $2,887 | $3,226-10.5% | $3,453-16.4% | $2,584+11.7% |
| Participant deferral / active EE | $9,208 | $7,519+22.5% | $5,924+55.4% | $4,222+118.1% |
| Admin fee / account holder | $221 | $82+168.8% | $7,744-97.1% | $72+208.6% |