Filed April 5, 2017 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WATSON WYATT Service code 16 · EIN 52-1868818 | Consulting | $110,379 |
DENVER INVESTMENTS1+ years Filed as: DENVER COMP AND BENEFITS Service code 16 · EIN 26-0586523 | Consulting | $48,405 |
EKS&H LLLP1+ years Service code 10 · EIN 46-1497033 | Accounting | $46,225 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $128,641 | $65,877+95.3% | $115,038+11.8% | $69,651+84.7% |
| Participation rate | 95.9% | 58.1%+37.8pp | 81.4%+14.6pp | 66.6%+29.4pp |
| Annual return | 15.29% | 6.03%+9.3pp | 26.14%-10.9pp | 53.77%-38.5pp |
| Employer contribution / active EE | $1,613 | $1,712-5.8% | $4,608-65.0% | $2,241-28.0% |
| Participant deferral / active EE | $7,026 | $4,216+66.7% | $6,026+16.6% | $3,635+93.3% |
| Admin fee / account holder | $2 | $77-97.7% | $8,175-100.0% | $63-97.2% |