Filed October 2, 2019 (most recent of 4 filings on file)
Total covered: 314 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $953,343 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $895,978 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Securities brokerage; Shareholder ser... | $100,185 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $83,500 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $41,004 |
MERCER1+ years Service code 27 · EIN 61-0736136 | Advisory (Plan) | $39,500 |
PAUL HASTINGS LLP1+ years Service code 29 · EIN 95-2209675 | Legal | $16,081 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,018 | $87,670-33.8% | $123,105-52.9% | $69,651-16.7% |
| Participation rate | 77.7% | 87.8%-10.0pp | 86.8%-9.0pp | 66.6%+11.2pp |
| Annual return | 0.07% | 3.10%-3.0pp | 13.22%-13.1pp | 53.77%-53.7pp |
| Employer contribution / active EE | $2,912 | $3,511-17.0% | $5,151-43.5% | $2,241+30.0% |
| Participant deferral / active EE | $4,119 | $5,412-23.9% | $6,229-33.9% | $3,635+13.3% |
| Admin fee / account holder | $100 | $94+6.2% | $9,014-98.9% | $63+58.0% |