Filed October 4, 2011 (most recent of 5 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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 23-1159630 | Pension Consulting | $1,400,755 |
MERCER8+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $843,683 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS (US) LTD. Service code 14 · EIN 52-1883918 | Plan Administrator | $605,994 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $236,005 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $104,624 |
THOMAS BEAL2 years Filed as: THOMAS WYNVEEN Service code 17 453 COLA BALLENA · ALAMEDA, CA 94501 | Pension Consulting | $100,112 |
MCCONNELL VALDES LLC1 year Service code 29 · EIN 66-0226027 | Legal | $18,942 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $11,900 |
See 1 actuary disclosure with Solo.
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 14.86% | 9.87%+5.0pp | 15.31%-0.4pp | 9.11%+5.8pp |
| Employer contribution / active EE | $0 | $9,738-100.0% | $28,686-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |