Filed July 19, 2005
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 |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE INC. Service code 26 · EIN 53-0181291 1001 LAKESIDE AVENUE, SUITE 1500 · CLEVELAND, OH 441141172 | Advisory (Participants) | $33,367 |
WELLS FARGO BANK, N.A.1 year Service code 28 · EIN 56-1354495 211 MAIN STREET · ANSONIA, CT 06401 | Investment Management | $27,975 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 3.59% | 5.09%-1.5pp | 5.00%-1.4pp | 7.18%-3.6pp |
| Employer contribution / active EE | $3,810 | $7,393-48.5% | $35,918-89.4% | $13,095-70.9% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |