Filed June 8, 2009
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $361,115 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $40,000 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 79-2794194 | Advisory (Plan) | $8,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,081 | $47,202-63.8% | $93,727-81.8% | $99,313-82.8% |
| Participation rate | 79.9% | 57.3%+22.6pp | 68.7%+11.2pp | 71.7%+8.2pp |
| Annual return | 12.13% | 13.08%-1.0pp | 133.83%-121.7pp | 17.67%-5.5pp |
| Employer contribution / active EE | $535 | $1,134-52.8% | $2,421-77.9% | $3,264-83.6% |
| Participant deferral / active EE | $1,512 | $2,296-34.2% | $4,417-65.8% | $5,346-71.7% |
| Admin fee / account holder | $56 | $86-35.3% | $8,292-99.3% | $109-49.1% |