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 LLC7+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $432,752 |
Filed as: MCCONNELL & JONES Service code 10 · EIN 76-0488832 | Accounting | $21,425 |
COOK STREET CONSULTING7+ years Service code 17 · EIN 84-0854432 | Pension Consulting | $17,883 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $17,078 |
CHARLES SCHWAB & CO., INC.6 years Service code 60 | Sub-TA Fees | $1,992 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 6.60% | 9.47%-2.9pp | 7.32%-0.7pp | 15.63%-9.0pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |