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 | $122,219+116.0% | $147,096+79.4% | $199,921+32.0% |
| Participation rate | 98.3% | 78.3%+20.0pp | 82.2%+16.1pp | 72.0%+26.3pp |
| Annual return | 19.95% | 30.59%-10.6pp | 419.75%-399.8pp | 34.28%-14.3pp |
| Employer contribution / active EE | $5,229 | $4,096+27.7% | $4,936+5.9% | $3,035+72.3% |
| Participant deferral / active EE | $19,562 | $8,503+130.1% | $8,071+142.4% | $5,089+284.4% |
| Admin fee / account holder | $61 | $179-65.9% | $13,005-99.5% | $269-77.3% |