Filed December 15, 2011 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
SERVICES MANAGEMENT CORPORATION6+ years Service code 13 · EIN 52-1200541 | Contract Administrator | $2,999,072 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,049,630 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $341,529 |
GROOM LAW GROUP6+ years Service code 29 · EIN 52-1219029 | Legal | $322,438 |
CLIFTONLARSONALLEN LLP6+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 47-0746749 | Accounting | $39,813 |
ALLEGRA4 years Service code 49 · EIN 56-2075508 | Other Services | $9,325 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 7.76% | 13.80%-6.0pp | 10.03%-2.3pp | 13.80%-6.0pp |
| Employer contribution / active EE | $10,930 | $10,386+5.2% | $38,789-71.8% | $10,386+5.2% |
| Participant deferral / active EE | $1,922 | $448+328.7% | $74+2484.5% | $448+328.7% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |