Filed October 2, 2019 (most recent of 4 filings on file)
Total covered: 314 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,134,210 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,095,179 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $689,728 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING INC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $278,800 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $68,000 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $34,280 |
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 | $95,967 | $121,259-20.9% | $162,185-40.8% | $89,609+7.1% |
| Participation rate | 87.8% | 90.0%-2.2pp | 87.6%+0.3pp | 69.6%+18.2pp |
| Annual return | 22.69% | 22.23%+0.5pp | 115.61%-92.9pp | 33.65%-11.0pp |
| Employer contribution / active EE | $4,033 | $4,435-9.1% | $5,613-28.2% | $2,584+56.1% |
| Participant deferral / active EE | $5,614 | $6,620-15.2% | $7,297-23.1% | $4,222+33.0% |
| Admin fee / account holder | $144 | $101+42.7% | $10,844-98.7% | $72+100.9% |