Filed June 8, 2009
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 LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $176,988 |
AXIA ADVISORY CORPORATION2+ years Filed as: AXIA ADVISORY CORP. Service code 17 · EIN 35-1859469 | Pension Consulting | $50,000 |
OGLETREE DEAKINS2+ years Service code 29 · EIN 57-1044820 | Legal | $32,437 |
MECHELA ANDERSON2+ years Service code 13 · EIN 05-0596578 | Contract Administrator | $29,400 |
US BANK2+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $27,454 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $9,568 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 4.09% | 16.85%-12.8pp | 5.44%-1.3pp | 11.88%-7.8pp |
| Employer contribution / active EE | $7,474 | $10,313-27.5% | $25,481-70.7% | $14,612-48.9% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |