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 ENGINES9+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $2,162,249 |
Service code 37 · EIN 04-2647786 | Loan Processing | $691,701 |
PRICEWATERHOUSECOOPERS LLP9+ years Service code 10 · EIN 13-4008324 | Accounting | $262,000 |
AON CONSULTING1 year Filed as: AON INVESTMENTS Service code 16 · EIN 36-3109431 | Consulting | $171,000 |
STATE STREET GLOBAL ADVISORS5 years Service code 16 · EIN 81-4017137 | Consulting | $100,000 |
Service code 16 · EIN 16-0766172 | Consulting | $54,538 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 16 · EIN 52-1868818 | Consulting | $16,649 |
EVESTMENT ALLIANCE LLC4 years Service code 16 · EIN 90-0905513 | Consulting | $15,066 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366 | Consulting | $6,865 |
Form 5500 reported that benefits due were not provided when due.
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 | $178,261 | $141,418+26.1% | $94,677+88.3% | $96,393+84.9% |
| Participation rate | 88.1% | 86.8%+1.3pp | 80.8%+7.3pp | 71.3%+16.9pp |
| Annual return | 17.10% | 21.96%-4.9pp | 156.95%-139.8pp | 22.88%-5.8pp |
| Employer contribution / active EE | $7,867 | $4,361+80.4% | $3,673+114.2% | $3,239+142.9% |
| Participant deferral / active EE | $11,584 | $10,695+8.3% | $7,418+56.2% | $5,455+112.4% |
| Admin fee / account holder | $199 | $82+141.3% | $7,222-97.2% | $74+169.2% |