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 LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $227,582 |
AXIA ADVISORY CORPORATION3+ years Filed as: AXIA ADVISORY CORP. Service code 17 · EIN 35-1859469 | Pension Consulting | $50,000 |
MECHELA ANDERSON3+ years Service code 13 · EIN 38-4828126 | Contract Administrator | $29,400 |
US BANK3+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $27,651 |
OGLETREE DEAKINS3+ years Service code 29 · EIN 57-1044820 | Legal | $20,610 |
BKD, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $6,552 |
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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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 11.55% | 22.74%-11.2pp | 16.78%-5.2pp | 13.95%-2.4pp |
| Employer contribution / active EE | $8,373 | $16,157-48.2% | $26,328-68.2% | $16,598-49.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |