Filed June 8, 2015
Total covered: 38 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $190,776 |
Filed as: DIMEO SCHNEIDER AND ASSOCIATES LLC Service code 16 · EIN 36-4001764 | Consulting | $25,324 |
VERRILL DANA LLP6 years Service code 16 · EIN 01-0176171 | Consulting | $19,463 |
INSERO & CO. CPAS, LLP7 years Filed as: INSERO Service code 16 · EIN 47-5324570 | Consulting | $17,500 |
BLITZ SOLUTIONS LLC3 years Service code 16 · EIN 83-2619447 | Consulting | $13,400 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$189,650 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,334-100.0% | $68,815-100.0% | $134,554-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.0%-69.0pp | 81.2%-81.2pp |
| Annual return | -97.67% | -2.17%-95.5pp | -6.37%-91.3pp | 418.46%-516.1pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,741-100.0% | $3,943-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,430-100.0% |