Filed January 15, 2008
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 10 1500 MARKET ST · PHILADELPHIA, PA 19102 | Accounting | $85,019 |
Service code 16 PO BOX 71396 · CHICAGO, IL 60694 | Consulting | $40,801 |
Filed as: TOWERS WATSON Service code 16 WILLIS TOWER · CHICAGO, IL 60606 | Consulting | $14,531 |
MCSOLEY MCCOY & CO2 years Filed as: MCSOLEY MCCOY & CO. Service code 10 118 TILLEY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $13,500 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,782 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Float r... | $784 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Direct payment from th... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $300,438 | $174,559+72.1% | $105,387+185.1% | $67,584+344.5% |
| Participation rate | 97.2% | 88.2%+9.0pp | 82.6%+14.6pp | 71.3%+25.9pp |
| Annual return | 22.41% | 23.63%-1.2pp | 26.82%-4.4pp | 378.59%-356.2pp |
| Employer contribution / active EE | $4,707 | $4,874-3.4% | $4,213+11.7% | $2,148+119.1% |
| Participant deferral / active EE | $11,864 | $7,563+56.9% | $5,502+115.6% | $3,540+235.2% |
| Admin fee / account holder | $247 | $270-8.6% | $6,559-96.2% | $142+73.5% |