Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $819,343 |
CURCIO WEBB10+ years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $232,828 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $87,550 |
Filed as: FAEGRE DRINKER BIDDLE Service code 29 · EIN 41-0244008 | Legal | $28,953 |
Filed as: WILLIS TOWERS WATSON US Service code 13 · EIN 53-0181291 | Contract Administrator | $5,778 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,651 | $178,759-10.1% | $102,460+56.8% | $106,553+50.8% |
| Participation rate | 99.2% | 91.3%+7.9pp | 76.5%+22.7pp | 69.8%+29.3pp |
| Annual return | 16.03% | 17.23%-1.2pp | 29.47%-13.4pp | 17.37%-1.3pp |
| Employer contribution / active EE | $7,850 | $5,750+36.5% | $3,025+159.5% | $3,359+133.7% |
| Participant deferral / active EE | $7,822 | $9,466-17.4% | $5,056+54.7% | $5,562+40.6% |
| Admin fee / account holder | $57 | $62-7.8% | $9,460-99.4% | $80-28.1% |