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: WILLIS TOWERS WATSON Service code 11 800 BOYLSTON STREET · BOSTON, MA 021198103 | Actuarial | $125,035 |
SAVINGS INSTITUTE BANK AND TRUST1+ years Service code 21 · EIN 06-0591470 | Bank Trustee | $47,372 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 6.66% | 45.66%-39.0pp | 5.00%+1.7pp | 11.88%-5.2pp |
| Employer contribution / active EE | $5,899 | $9,637-38.8% | $35,918-83.6% | $14,612-59.6% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |