Filed April 30, 2013 (most recent of 4 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES7 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $8,499,963 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 37 · EIN 52-1868818 | Loan Processing | $7,360 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INS OP COM, INC Service code 15 · EIN 04-2647786 | Recordkeeping | -$2,184,268 |
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 | $115,267 | $68,330+68.7% | $149,740-23.0% | $96,393+19.6% |
| Participation rate | 86.7% | 74.6%+12.1pp | 78.8%+7.9pp | 71.3%+15.4pp |
| Annual return | 17.81% | 29.64%-11.8pp | 134.51%-116.7pp | 22.88%-5.1pp |
| Employer contribution / active EE | $1,648 | $2,139-22.9% | $4,821-65.8% | $3,239-49.1% |
| Participant deferral / active EE | $6,887 | $4,422+55.7% | $5,683+21.2% | $5,455+26.2% |
| Admin fee / account holder | $65 | $52+24.9% | $13,222-99.5% | $74-12.1% |