Filed October 4, 2011
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 LLC2+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $138,702 |
Filed as: BANCO POPULAR Service code 12 209 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00919 | Custodial (securities); Claims proces... | $112,738 |
MITCHELL & TITUS, LLP2+ years Service code 10 · EIN 13-2781641 | Accounting | $22,658 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 3.04% | 5.61%-2.6pp | 3.99%-0.9pp | 11.88%-8.8pp |
| Employer contribution / active EE | $1,494 | $20,606-92.7% | $38,279-96.1% | $14,612-89.8% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |