Filed November 14, 2011 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $151,816 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,258 |
Service code 27 · EIN 53-0181291 | Advisory (Plan) | $40,000 |
MEADEN & MOORE, LTD.3 years Filed as: MEADEN & MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $33,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,862 |
SEYFARTH SHAW LLP7 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $10,593 |
STEPHANIE DICKERSON1 year Service code 16 · EIN 36-3720056 | Consulting | $8,469 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,238 | $89,123+187.5% | $102,460+150.1% | $77,762+229.5% |
| Participation rate | 77.8% | 80.9%-3.2pp | 76.5%+1.2pp | 70.6%+7.2pp |
| Annual return | 12.72% | 25.05%-12.3pp | 29.47%-16.7pp | 31.27%-18.5pp |
| Employer contribution / active EE | $9,287 | $2,700+244.0% | $3,025+207.0% | $2,728+240.4% |
| Participant deferral / active EE | $8,469 | $5,148+64.5% | $5,056+67.5% | $4,651+82.1% |
| Admin fee / account holder | $251 | $236+6.3% | $9,460-97.4% | $433-42.1% |