Filed April 29, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING INC DBA HEWITT ASSOC Service code 99 1100 REYNOLDS BLVD 4TH FL · WINSTON SALEM, NC 27105 | Other Fees | $37,828 |
FINANCIAL ENGINES1+ years Filed as: FINANCIAL ENGINES INC Service code 99 1050 ENTERPRISE WAY 3RD FL · SUNNYVALE, CA 94089 | Other Fees | $32,743 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Finders' fees / placement fees; Distr... | $14,609 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,018 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 PO BOX 95135 · CHICAGO, IL 606945135 | Recordkeeping | $6,184 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 99 PO BOX 5488 · BOSTON, MA 02206 | Other Fees | $2,408 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $1,344 |
QDRO CONSULTANTS COMPANY, LLC1+ years Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $40 |
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 | $54,818 | $37,213+47.3% | $156,551-65.0% | $63,975-14.3% |
| Participation rate | 76.9% | 65.0%+12.0pp | 84.0%-7.1pp | 71.1%+5.8pp |
| Annual return | 75.09% | 47.89%+27.2pp | 32.23%+42.9pp | 48.65%+26.4pp |
| Employer contribution / active EE | $2,166 | $1,357+59.6% | $5,501-60.6% | $2,182-0.7% |
| Participant deferral / active EE | $3,487 | $2,070+68.4% | $4,871-28.4% | $3,356+3.9% |
| Admin fee / account holder | $15 | $56-73.8% | $13,028-99.9% | $70-79.1% |