Filed October 17, 2012 (most recent of 4 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.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $109,165 |
XEROX CORPORATION1 year Filed as: XEROX Service code 13 · EIN 16-0468020 | Contract Administrator | $45,500 |
PNC BANK, N.A.2+ years Filed as: PNC CAPITAL ADVISORS Service code 28 · EIN 22-1146430 | Investment Management | $28,789 |
Service code 21 · EIN 13-5160382 | Bank Trustee | $21,370 |
Service code 28 · EIN 13-4226829 | Investment Management | $20,625 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $305,546-100.0% | $295,226-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 34.8%-34.8pp | 14.7%-14.7pp | 45.6%-45.6pp |
| Annual return | -1.05% | 0.91%-2.0pp | 4.64%-5.7pp | 4.16%-5.2pp |
| Employer contribution / active EE | $0 | $49,989-100.0% | $35,349-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $550-100.0% | $461-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $343,074-100.0% | $21,465-100.0% |