Filed October 3, 2013
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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES LP Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $65,136 |
T ROWE PRICE RPS INC4+ years Filed as: T ROWE PRICE Service code 37 · EIN 51-1481931 | Loan Processing | $48,869 |
GRANT THORNTON LLP4+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $47,600 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 1500 MARKET STREET · PHILIADELPHIA, PA 19102 | Consulting | $34,192 |
MERCER4+ years Filed as: WILLIAM MERCER Service code 16 · EIN 13-2834414 | Consulting | $12,462 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,430 | $37,884+310.3% | $79,472+95.6% | $75,289+106.4% |
| Participation rate | 95.7% | 65.0%+30.7pp | 73.3%+22.4pp | 72.4%+23.3pp |
| Annual return | -4.27% | 1.06%-5.3pp | 718.32%-722.6pp | -0.04%-4.2pp |
| Employer contribution / active EE | $5,099 | $1,680+203.5% | $2,801+82.1% | $2,405+112.0% |
| Participant deferral / active EE | $11,421 | $2,569+344.6% | $3,704+208.3% | $3,739+205.5% |
| Admin fee / account holder | $62 | $77-18.8% | $5,104-98.8% | $102-39.2% |