Filed October 18, 2004 (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.
| Provider | Service type | Compensation |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.6+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $14,600 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $11,200 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 13 · EIN 52-1883918 | Contract Administrator | $6,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,202 | $102,638-52.1% | $81,988-40.0% | $158,988-69.1% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.3%-69.3pp | 82.0%-82.0pp |
| Annual return | 9.47% | 61.05%-51.6pp | 41.32%-31.8pp | 303.00%-293.5pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,499-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,723-100.0% | $5,983-100.0% |
| Admin fee / account holder | $231 | $8,237-97.2% | $5,666-95.9% | $11,252-97.9% |