Filed April 26, 2018 (most recent of 6 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 LLC1+ years Filed as: TOWERS WATSON Service code 30 · EIN 53-0181291 | Employee (plan) | $548,080 |
ACCESS STAFFING1+ years Service code 30 · EIN 20-2055411 | Employee (plan) | $237,404 |
JOHNSON LAMBERT LLP1+ years Filed as: JOHNSON LAMBERT Service code 10 · EIN 52-1446779 | Accounting | $26,470 |
CURCIO WEBB1+ years Filed as: CURICO WEBB Service code 16 · EIN 26-4171366 | Consulting | $13,656 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $11,791 |
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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 | $0 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -0.64% | -0.09%-0.5pp | -0.81%+0.2pp | 1.67%-2.3pp |
| Employer contribution / active EE | $0 | $11,440-100.0% | $38,425-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |