Filed February 16, 2007 (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 |
|---|---|---|
FINANCIAL ENGINES10+ years Service code 14 · EIN 77-0473565 | Plan Administrator | $851,742 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 15 · EIN 52-1868818 | Recordkeeping | $265,494 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 16 · EIN 34-0575300 | Consulting | $35,245 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $28,875 |
WILLIS TOWERS WATSON US LLC5 years Service code 16 · EIN 53-0181291 | Consulting | $28,250 |
FID INV INST OPS CO1 year Service code 26 · EIN 04-2647786 | Advisory (Participants) | -$127,300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $180,766 | $112,582+60.6% | $105,624+71.1% | $200,096-9.7% |
| Participation rate | 96.7% | 86.3%+10.4pp | 75.3%+21.4pp | 72.0%+24.6pp |
| Annual return | 11.62% | 15.58%-4.0pp | 116.20%-104.6pp | 34.26%-22.6pp |
| Employer contribution / active EE | $8,294 | $4,580+81.1% | $3,168+161.8% | $3,038+173.0% |
| Participant deferral / active EE | $7,811 | $6,655+17.4% | $5,013+55.8% | $5,090+53.5% |
| Admin fee / account holder | $239 | $107+123.2% | $10,961-97.8% | $269-11.4% |