Filed January 16, 2015 (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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $594,424 |
GWL&A3+ years Filed as: GWL&A INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $415,800 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 93-0249060 | Custodial (securities); Other fees; T... | $240,530 |
INVESCO3+ years Service code 28 · EIN 61-1190024 | Investment Management | $235,834 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $89,795 |
STATE STREET GLOBAL ADVISORS3+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $66,041 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-2235791 | Consulting | $44,679 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $10,000 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS, P.C. Service code 29 · EIN 46-3862389 | Legal | $7,591 |
Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $213,274 | $177,276+20.3% | $97,995+117.6% | $177,276+20.3% |
| Participation rate | 98.6% | 74.8%+23.8pp | 82.4%+16.2pp | 74.8%+23.8pp |
| Annual return | 11.95% | 21.25%-9.3pp | 23.94%-12.0pp | 21.25%-9.3pp |
| Employer contribution / active EE | $7,689 | $2,479+210.2% | $4,158+84.9% | $2,479+210.2% |
| Participant deferral / active EE | $8,591 | $3,881+121.4% | $5,097+68.6% | $3,881+121.4% |
| Admin fee / account holder | $246 | $154+59.9% | $5,943-95.9% | $154+59.9% |