Filed January 16, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $186,074 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $82,125 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $66,285 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,191 |
Filed as: CBIZ MHM LLC Service code 16 · EIN 22-2769024 | Consulting | $15,750 |
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 | $216,579 | $107,415+101.6% | $135,998+59.3% | $80,187+170.1% |
| Participation rate | 98.1% | 78.0%+20.1pp | 81.9%+16.2pp | 72.9%+25.2pp |
| Annual return | 23.81% | 91.99%-68.2pp | 68.37%-44.6pp | 40.40%-16.6pp |
| Employer contribution / active EE | $5,174 | $3,878+33.4% | $4,860+6.5% | $2,980+73.6% |
| Participant deferral / active EE | $18,572 | $8,189+126.8% | $7,761+139.3% | $5,016+270.2% |
| Admin fee / account holder | $52 | $127-58.8% | $10,769-99.5% | $145-63.9% |