Filed November 8, 2016
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 |
|---|---|---|
FINANCIAL ENGINES2 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $909,003 |
Service code 37 · EIN 04-2647786 | Loan Processing | $479,613 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $383,680 |
Filed as: BANKS FINLEY WHITE AND CO Service code 10 · EIN 58-1779663 | Accounting | $31,090 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $16,526 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,681 | $106,553+25.5% | $81,370+64.3% | $106,553+25.5% |
| Participation rate | 93.0% | 69.8%+23.2pp | 69.5%+23.5pp | 69.8%+23.2pp |
| Annual return | 13.38% | 17.37%-4.0pp | 24.85%-11.5pp | 17.37%-4.0pp |
| Employer contribution / active EE | $5,211 | $3,359+55.1% | $2,464+111.5% | $3,359+55.1% |
| Participant deferral / active EE | $7,115 | $5,562+27.9% | $3,885+83.1% | $5,562+27.9% |
| Admin fee / account holder | $114 | $80+43.4% | $5,749-98.0% | $80+43.4% |