Filed January 5, 2005 (most recent of 2 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 LLC8 years Service code 11 · EIN 53-0181291 | Actuarial | $326,089 |
CITRIN COOPERMAN10+ years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $16,059 |
AGILIS PARTNERS LLC1 year Service code 70 · EIN 04-3513306 | Consulting Fees | $13,500 |
GOODWIN PROCTER LLP2 years Service code 29 · EIN 04-1378465 | Legal | $10,038 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN ADVISORS LLC Service code 10 · EIN 87-2525370 | Accounting | $8,416 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $284,260-100.0% | $284,260-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 22.7%-22.7pp | 15.3%-15.3pp | 39.2%-39.2pp |
| Annual return | -15.06% | 44.00%-59.1pp | 37.43%-52.5pp | 13.91%-29.0pp |
| Employer contribution / active EE | $0 | $42,786-100.0% | $38,058-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $125-100.0% | $121-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $266,169-100.0% | $266,169-100.0% | $41,846-100.0% |