Filed May 10, 2006 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $1,340,018 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $326,541 |
HOLLAND & KNIGHT8+ years Filed as: HOLLAND & HART, LLP Service code 29 · EIN 84-0382505 | Legal | $145,560 |
Filed as: ALVAREZ & MARSAL TAX, LLC Service code 16 · EIN 56-2409465 | Consulting | $43,864 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $30,667 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | WILLIS TOWERS WATSON US LLC | ACTUARY IMPROPER PAYMENT FROM THE PLAN TO A SERVICE PROVIDER FOR AN EXPENSE NOT RELATED TO THE PLAN. | — | $0 |
| Part 3 Non-exempt transaction | WILLIS TOWERS WATSON US LLC | ACTUARY IMPROPER PAYMENT FROM THE PLAN TO A SERVICE PROVIDER FOR AN EXPENSE NOT RELATED TO THE PLAN. | — | $0 |
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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -21.05% | 87.23%-108.3pp | -5.12%-15.9pp | 23.41%-44.5pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |