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 LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $138,612 |
AXIA ADVISORY CORPORATION8+ years Filed as: AXIA ADVISORY CORP. Service code 27 · EIN 35-1859469 | Advisory (Plan) | $50,000 |
MECHELA ANDERSON8+ years Service code 14 · EIN 38-4828126 | Plan Administrator | $29,512 |
OGLETREE DEAKINS2 years Filed as: OGLETREE,DEAKINS,NASH,SMOAK&STEWARD Service code 29 · EIN 57-1044820 | Legal | $25,926 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $19,950 |
US BANK8+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 25 · EIN 31-0841368 | Directed Trustee | $19,818 |
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Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 5.6%-5.6pp |
| Annual return | -16.17% | -15.55%-0.6pp | -5.12%-11.1pp | 39.77%-55.9pp |
| Employer contribution / active EE | $21,805 | $14,317+52.3% | $31,020-29.7% | $19,959+9.2% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |