Filed February 10, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP2 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $18,950 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON Service code 15 28025 NETWORK PLACE LOCKBOX 28025 · CHICAGO, IL 606731280 | Recordkeeping | $9,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,741 | $88,515-33.6% | $162,185-63.8% | $67,584-13.1% |
| Participation rate | 48.1% | 86.8%-38.7pp | 87.6%-39.4pp | 71.3%-23.2pp |
| Annual return | 19.01% | 27.04%-8.0pp | 115.61%-96.6pp | 378.59%-359.6pp |
| Employer contribution / active EE | $2,050 | $3,563-42.5% | $5,613-63.5% | $2,148-4.5% |
| Participant deferral / active EE | $2,811 | $5,724-50.9% | $7,297-61.5% | $3,540-20.6% |
| Admin fee / account holder | $55 | $124-55.7% | $10,844-99.5% | $142-61.5% |