Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL INVESTMENTS Service code 15 · EIN 04-2467786 | Recordkeeping | $830,909 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 27 · EIN 13-5565207 | Advisory (Plan) | $125,000 |
CHUBB1+ years Filed as: CHUBB GROUP OF INSURANCE COMPANIES Service code 23 · EIN 13-2595722 | Insurance services; Direct payment fr... | $42,516 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $42,435 |
KELLEY DRYE & WARREN LLP1+ years Filed as: KELLEY DRYE & WARREN Service code 29 · EIN 13-5335107 | Legal | $19,026 |
Service code 16 · EIN 81-0635433 | Consulting | $17,000 |
OMNIPRINT1+ years Filed as: OMNI PRINT Service code 36 · EIN 06-1461554 | Copying and duplicating; Direct payme... | $9,073 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,364 | $120,005-2.2% | $68,509+71.3% | $67,505+73.9% |
| Participation rate | 97.1% | 87.9%+9.2pp | 74.7%+22.4pp | 71.2%+25.9pp |
| Annual return | -4.25% | 2.25%-6.5pp | 8.27%-12.5pp | 6.52%-10.8pp |
| Employer contribution / active EE | $3,138 | $4,267-26.5% | $2,278+37.8% | $2,173+44.4% |
| Participant deferral / active EE | $6,238 | $6,452-3.3% | $3,382+84.4% | $3,597+73.5% |
| Admin fee / account holder | $90 | $71+26.3% | $5,275-98.3% | $56+60.4% |