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 ENGINES7+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $1,827,097 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,060,934 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 16 · EIN 13-4008324 | Consulting | $262,200 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 16 · EIN 52-1868818 | Consulting | $147,056 |
STATE STREET GLOBAL ADVISORS3 years Service code 16 · EIN 81-4017137 | Consulting | $50,000 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP, CHARTER Service code 16 · EIN 52-1219029 | Consulting | $27,265 |
EVESTMENT ALLIANCE LLC2 years Service code 16 · EIN 90-0905513 | Consulting | $13,334 |
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 | $190,318 | $159,295+19.5% | $108,421+75.5% | $106,520+78.7% |
| Participation rate | 84.8% | 85.5%-0.8pp | 80.1%+4.6pp | 71.3%+13.4pp |
| Annual return | 60.24% | 17.79%+42.5pp | 905.61%-845.4pp | 19.28%+41.0pp |
| Employer contribution / active EE | $4,720 | $3,803+24.1% | $3,560+32.6% | $2,840+66.2% |
| Participant deferral / active EE | $6,064 | $9,392-35.4% | $6,564-7.6% | $4,948+22.6% |
| Admin fee / account holder | $191 | $99+93.1% | $7,298-97.4% | $75+155.8% |