Filed March 15, 2016 (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 |
|---|---|---|
MCDERMOTT WILL & EMERY LLP5 years Service code 29 PO BOX 6043 · CHICAGO, IL 606806043 | Legal | $593,230 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $440,231 |
WILLIS TOWERS WATSON US LLC5 years Service code 16 · EIN 53-0181291 | Consulting | $166,263 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $81,859 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $49,350 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $207,101 | $104,631+97.9% | $98,462+110.3% | $80,187+158.3% |
| Participation rate | 99.2% | 87.5%+11.6pp | 75.2%+24.0pp | 72.9%+26.2pp |
| Annual return | 17.57% | 34.72%-17.1pp | 21.20%-3.6pp | 40.40%-22.8pp |
| Employer contribution / active EE | $11,010 | $4,517+143.7% | $3,049+261.1% | $2,980+269.5% |
| Participant deferral / active EE | $10,715 | $6,545+63.7% | $4,738+126.1% | $5,016+113.6% |
| Admin fee / account holder | $198 | $105+88.7% | $8,875-97.8% | $145+36.4% |