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 | $1,711,342 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,060,016 |
MERCER4+ years Service code 27 · EIN 61-0736136 | Advisory (Plan) | $100,000 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $86,000 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $66,750 |
Filed as: QDRO CONSULTANTS COMPANY LLC Service code 16 · EIN 34-1820650 | Consulting | $3,900 |
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 | $82,814 | $96,381-14.1% | $140,019-40.9% | $73,367+12.9% |
| Participation rate | 87.1% | 90.1%-3.0pp | 87.5%-0.4pp | 69.5%+17.6pp |
| Annual return | -2.16% | -4.30%+2.1pp | 651.19%-653.3pp | 173.45%-175.6pp |
| Employer contribution / active EE | $3,829 | $4,168-8.1% | $5,605-31.7% | $2,499+53.2% |
| Participant deferral / active EE | $5,229 | $6,186-15.5% | $6,927-24.5% | $4,033+29.7% |
| Admin fee / account holder | $140 | $100+39.8% | $10,705-98.7% | $68+104.2% |