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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 28 · EIN 52-1868818 | Investment Management | $46,824 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $31,894 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $27,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,648 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,290 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $219,374 | $105,173+108.6% | $87,102+151.9% | $77,775+182.1% |
| Participation rate | 98.5% | 85.8%+12.8pp | 76.9%+21.7pp | 73.2%+25.3pp |
| Annual return | 21.70% | 24.52%-2.8pp | 28.19%-6.5pp | 32.58%-10.9pp |
| Employer contribution / active EE | $10,031 | $2,890+247.1% | $2,521+297.8% | $2,504+300.6% |
| Participant deferral / active EE | $10,125 | $5,048+100.6% | $4,048+150.1% | $3,966+155.3% |
| Admin fee / account holder | $45 | $105-56.9% | $7,493-99.4% | $100-54.9% |