Filed April 29, 2016 (most recent of 6 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 27 · EIN 53-0181291 | Advisory (Plan) | $553,637 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $127,352 |
ARMANINO LLP2 years Service code 13 · EIN 94-6214841 | Contract Administrator | $28,560 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVT MGT AMERICA Service code 27 · EIN 20-8058531 | Advisory (Plan) | $23,860 |
HAYNES AND BOONE, LLP2 years Filed as: HAYNES & BOONES LLP Service code 29 · EIN 75-1312888 | Legal | $21,474 |
JP MORGAN SECURITIES LLC2 years Filed as: JP MORGAN CORE BOND FUND Service code 27 · EIN 13-4994650 | Advisory (Plan) | $21,406 |
RUDD & WISDOM, INC.2 years Filed as: RUDD AND WISDOM INC Service code 11 · EIN 74-1896655 | Actuarial | $1,258 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $340,249-100.0% | $329,695-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.3%-51.3pp | 43.4%-43.4pp | 43.7%-43.7pp |
| Annual return | 0.53% | 10.01%-9.5pp | 9.82%-9.3pp | 13.05%-12.5pp |
| Employer contribution / active EE | $0 | $31,912-100.0% | $30,322-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,365-100.0% |