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 LLC6 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $109,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | $64,983 |
SEYFARTH SHAW LLP6 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $38,847 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,617 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN & MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $21,000 |
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 | $253,730 | $99,212+155.7% | $96,564+162.8% | $74,478+240.7% |
| Participation rate | 96.7% | 80.7%+16.0pp | 76.0%+20.7pp | 70.7%+25.9pp |
| Annual return | 15.79% | 22.40%-6.6pp | 25.89%-10.1pp | 34.37%-18.6pp |
| Employer contribution / active EE | $10,992 | $2,569+327.8% | $2,967+270.5% | $2,637+316.9% |
| Participant deferral / active EE | $11,155 | $4,938+125.9% | $4,852+129.9% | $4,530+146.2% |
| Admin fee / account holder | $213 | $225-5.1% | $8,256-97.4% | $347-38.5% |