Filed January 16, 2015
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $140,562 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $94,013 |
Filed as: CBIZ, INC. Service code 16 · EIN 22-2769024 | Consulting | $49,825 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,500 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 16 · EIN 13-3575636 | Consulting | $21,000 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $21,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,942 | $122,259+115.9% | $147,041+79.5% | $199,874+32.1% |
| Participation rate | 98.3% | 78.3%+20.0pp | 82.2%+16.1pp | 72.0%+26.3pp |
| Annual return | 19.95% | 30.58%-10.6pp | 419.21%-399.3pp | 34.28%-14.3pp |
| Employer contribution / active EE | $5,229 | $4,097+27.6% | $4,935+6.0% | $3,036+72.2% |
| Participant deferral / active EE | $19,562 | $8,504+130.0% | $8,071+142.4% | $5,090+284.3% |
| Admin fee / account holder | $61 | $179-65.9% | $13,006-99.5% | $269-77.3% |