Filed January 6, 2006
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $118,993 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $65,625 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,966 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $18,165 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,850 | $128,899+20.9% | $113,168+37.7% | $102,872+51.5% |
| Participation rate | 98.0% | 87.0%+11.0pp | 76.6%+21.4pp | 73.0%+25.0pp |
| Annual return | 16.08% | 15.88%+0.2pp | 24.27%-8.2pp | 19.06%-3.0pp |
| Employer contribution / active EE | $5,164 | $3,713+39.1% | $2,975+73.6% | $3,526+46.4% |
| Participant deferral / active EE | $8,340 | $6,787+22.9% | $5,107+63.3% | $5,535+50.7% |
| Admin fee / account holder | $144 | $129+11.6% | $12,068-98.8% | $292-50.6% |