Filed April 27, 2001 (most recent of 3 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 86-0181291 | Actuarial | $41,438 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $31,273 |
DIMEO SCHNEIDER & ASSOCIATES LLC7+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $16,875 |
BENNING GROUP, LLC7+ years Service code 10 · EIN 30-0003878 | Accounting | $16,550 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 13 · EIN 23-2186884 | Contract Administrator | $9,016 |
Service code 29 · EIN 94-2451946 | Legal | $2,294 |
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 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 4.12% | 11.70%-7.6pp | 7.32%-3.2pp | 18.35%-14.2pp |
| Employer contribution / active EE | $0 | $9,106-100.0% | $23,426-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |