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 LLC3 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $204,665 |
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152201 | Legal | $47,324 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,599 |
CROWE LLP3 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $24,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,009 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $260,106 | $176,471+47.4% | $95,968+171.0% | $90,274+188.1% |
| Participation rate | 97.5% | 86.6%+10.9pp | 77.1%+20.4pp | 73.4%+24.1pp |
| Annual return | 19.95% | 20.15%-0.2pp | 91.65%-71.7pp | 53.97%-34.0pp |
| Employer contribution / active EE | $9,247 | $2,783+232.2% | $2,542+263.9% | $2,523+266.5% |
| Participant deferral / active EE | $9,951 | $5,325+86.9% | $4,167+138.8% | $4,231+135.2% |
| Admin fee / account holder | $160 | $154+3.8% | $6,798-97.6% | $114+40.4% |