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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $49,263 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $24,172 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $22,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,783 |
Service code 29 · EIN 23-1423089 | Legal | $12,361 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,884 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $179,815 | $78,852+128.0% | $76,768+134.2% | $75,289+138.8% |
| Participation rate | 98.3% | 85.0%+13.3pp | 77.0%+21.3pp | 72.4%+25.9pp |
| Annual return | -3.65% | -1.29%-2.4pp | 2.43%-6.1pp | -0.04%-3.6pp |
| Employer contribution / active EE | $10,363 | $2,794+270.8% | $2,485+317.0% | $2,405+330.9% |
| Participant deferral / active EE | $9,576 | $4,800+99.5% | $3,852+148.6% | $3,739+156.1% |
| Admin fee / account holder | $51 | $79-35.0% | $6,676-99.2% | $102-49.9% |