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) | $1,274,772 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $719,715 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING INC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $100,000 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $71,000 |
DELOITTE & TOUCHE LLP6+ years Service code 10 · EIN 13-3891517 | Accounting | $65,000 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $9,252 |
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 | $110,659 | $139,268-20.5% | $177,839-37.8% | $106,273+4.1% |
| Participation rate | 88.7% | 91.6%-2.9pp | 87.7%+1.0pp | 70.8%+17.9pp |
| Annual return | 16.31% | 17.20%-0.9pp | 48.33%-32.0pp | 21.70%-5.4pp |
| Employer contribution / active EE | $4,456 | $4,832-7.8% | $5,919-24.7% | $2,722+63.7% |
| Participant deferral / active EE | $6,207 | $7,227-14.1% | $7,714-19.5% | $4,601+34.9% |
| Admin fee / account holder | $100 | $97+3.0% | $12,432-99.2% | $78+27.3% |