Filed February 20, 2007 (most recent of 5 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $1,076,998 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 10 · EIN 04-2769210 | Accounting | $38,293 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSEN Service code 10 · EIN 41-0746749 | Accounting | $18,000 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKEETA INVESTMENT GROUP, INC. Service code 17 · EIN 04-2659023 | Pension Consulting | $9,375 |
Service code 14 · EIN 13-4206965 | Plan Administrator | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $278,553-100.0% | $267,477-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.1%-44.1pp | 35.5%-35.5pp | 44.4%-44.4pp |
| Annual return | -18.10% | -41.92%+23.8pp | -38.86%+20.8pp | -14.65%-3.5pp |
| Employer contribution / active EE | $0 | $40,096-100.0% | $37,756-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |