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 ENGINES1 year Service code 27 · EIN 94-3250323 | Advisory (Plan) | $816,669 |
Service code 37 · EIN 04-2647786 | Loan Processing | $476,286 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $115,601 |
BANKS, FINLEY, WHITE & CO.9+ years Service code 10 · EIN 58-1779663 | Accounting | $39,335 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP CHARTERED Service code 16 · EIN 52-1219029 | Consulting | $22,825 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,885 | $96,393+30.6% | $77,163+63.1% | $96,393+30.6% |
| Participation rate | 98.9% | 71.3%+27.7pp | 69.6%+29.4pp | 71.3%+27.7pp |
| Annual return | 17.38% | 22.88%-5.5pp | 37.87%-20.5pp | 22.88%-5.5pp |
| Employer contribution / active EE | $5,416 | $3,238+67.2% | $2,535+113.6% | $3,238+67.2% |
| Participant deferral / active EE | $7,165 | $5,455+31.3% | $3,833+86.9% | $5,455+31.3% |
| Admin fee / account holder | $97 | $74+31.0% | $5,472-98.2% | $74+31.0% |