Filed April 30, 2013
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 800 BOYLSTON STREET · BOSTON, MA 021998103 | Actuarial | $970,068 |
AETNA LIFE INSURANCE COMPANY1+ years Service code 12 · EIN 06-6033492 | Claims processing; Contract Administr... | $109,159 |
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS, LLC Service code 16 485 LEXINGTON AVENUE, 10TH FLOOR · NEW YORK, NY 100172630 | Consulting | $103,034 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 105.02% | 10.84%+94.2pp | 5.00%+100.0pp | 5.86%+99.2pp |
| Employer contribution / active EE | $1,145 | $5,136-77.7% | $35,918-96.8% | $10,137-88.7% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |