Filed May 28, 2008
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 LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $343,295 |
Filed as: MCCONNELL & JONES Service code 10 · EIN 76-0488832 | Accounting | $28,275 |
COOK STREET CONSULTING6+ years Service code 17 · EIN 84-0854432 | Pension Consulting | $17,883 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $13,266 |
CHARLES SCHWAB & CO., INC.5 years Service code 60 | Sub-TA Fees | $3,027 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 10.90% | 24.77%-13.9pp | -2.84%+13.7pp | 12.86%-2.0pp |
| Employer contribution / active EE | $381 | $13,270-97.1% | $33,329-98.9% | $13,687-97.2% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |