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 LLC4 years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 23-1159630 | Pension Consulting | $1,342,617 |
MORNEAU SHEPELL3 years Filed as: LIFEWORKS (US) LTD. Service code 14 · EIN 52-1883918 | Plan Administrator | $661,558 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $264,942 |
THOMAS BEAL3 years Filed as: THOMAS WYNVEEN Service code 17 453 COLA BALLENA · ALAMEDA, CA 94501 | Pension Consulting | $217,985 |
MERCER9+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $210,566 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Custodial (securities); Trustee (dire... | $101,000 |
AGILIS PARTNERS LLC1 year Service code 17 · EIN 04-3513306 | Pension Consulting | $15,500 |
MCCONNELL VALDES LLC2 years Service code 29 · EIN 66-0226027 | Legal | $2,628 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | -22.55% | 3.77%-26.3pp | 6.70%-29.2pp | 13.05%-35.6pp |
| Employer contribution / active EE | $0 | $35,747-100.0% | $25,217-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |