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 CORPORATION9+ years Service code 13 · EIN 52-1200541 | Contract Administrator | $3,002,648 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $967,930 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $346,777 |
GROOM LAW GROUP9+ years Service code 29 · EIN 52-1219029 | Legal | $228,409 |
Filed as: WILSHIRE Service code 27 · EIN 95-2755361 | Advisory (Plan) | $126,000 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $40,775 |
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Participant contribution per participant 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 | $331,632-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 9.13% | 33.11%-24.0pp | 10.60%-1.5pp | 33.11%-24.0pp |
| Employer contribution / active EE | $15,020 | $9,000+66.9% | $43,831-65.7% | $9,000+66.9% |
| Participant deferral / active EE | $2,550 | $680+275.1% | $166+1432.7% | $680+275.1% |
| Admin fee / account holder | $0 | $0 | $25,063-100.0% | - |