Filed January 31, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $229,548 |
Service code 29 · EIN 38-0836500 | Legal | $62,428 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST CO. Service code 21 · EIN 04-2755549 | Bank Trustee | $40,889 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $36,340 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $14,500 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 26 · EIN 02-6158777 | Advisory (Participants) | $6,637 |
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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 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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 5.81% | 0.80%+5.0pp | 5.44%+0.4pp | 4.16%+1.7pp |
| Employer contribution / active EE | $97,813 | $37,563+160.4% | $25,481+283.9% | $42,918+127.9% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |