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 | $2,229,553 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $920,920 |
MERCER3+ years Service code 27 · EIN 61-0736136 | Advisory (Plan) | $125,000 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $121,384 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $76,750 |
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 | $85,718 | $112,134-23.6% | $149,721-42.7% | $80,976+5.9% |
| Participation rate | 84.7% | 87.3%-2.6pp | 87.1%-2.4pp | 68.3%+16.5pp |
| Annual return | 17.51% | 17.23%+0.3pp | 1501.67%-1484.2pp | 22.91%-5.4pp |
| Employer contribution / active EE | $3,527 | $3,991-11.6% | $5,444-35.2% | $2,402+46.8% |
| Participant deferral / active EE | $4,785 | $6,036-20.7% | $6,568-27.1% | $3,848+24.3% |
| Admin fee / account holder | $137 | $109+25.9% | $11,282-98.8% | $67+103.7% |