Filed June 1, 1995 (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 LLC6 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $81,123 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $39,040 |
Service code 11 · EIN 58-0181291 | Actuarial | $15,578 |
Service code 28 · EIN 26-0058143 | Investment Management | $5,758 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$198,653 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,695 | $53,204+19.7% | $155,556-59.1% | $200,096-68.2% |
| Participation rate | 72.4% | 64.1%+8.3pp | 78.2%-5.9pp | 72.0%+0.3pp |
| Annual return | 24.32% | 41.02%-16.7pp | 64.84%-40.5pp | 34.26%-9.9pp |
| Employer contribution / active EE | $3,918 | $1,850+111.8% | $4,675-16.2% | $3,038+29.0% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $54 | $186-71.1% | $15,885-99.7% | $269-80.1% |