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.7+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $16,000 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $11,600 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS (US) LTD Service code 13 · EIN 52-1883918 | Contract Administrator | $7,803 |
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 | $52,889 | $104,711-49.5% | $85,708-38.3% | $167,560-68.4% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.9%-69.9pp | 82.1%-82.1pp |
| Annual return | 11.79% | 21.45%-9.7pp | 21.49%-9.7pp | 478.94%-467.1pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,922-100.0% | $6,343-100.0% |
| Admin fee / account holder | $266 | $10,032-97.3% | $6,876-96.1% | $12,317-97.8% |