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 | $1,576,770 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,251,565 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $118,950 |
MERCER3 years Filed as: MERCER INVESTMENT CONSULTING INC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $100,000 |
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $60,000 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $7,263 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,167 | $143,889-13.7% | $189,534-34.5% | $106,520+16.6% |
| Participation rate | 87.2% | 89.1%-1.9pp | 87.8%-0.6pp | 71.3%+15.9pp |
| Annual return | 14.86% | 17.38%-2.5pp | 555.39%-540.5pp | 19.28%-4.4pp |
| Employer contribution / active EE | $3,569 | $4,416-19.2% | $6,162-42.1% | $2,840+25.6% |
| Participant deferral / active EE | $6,494 | $7,575-14.3% | $8,220-21.0% | $4,948+31.3% |
| Admin fee / account holder | $97 | $98-1.6% | $12,049-99.2% | $75+29.7% |