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 LLC5 years Service code 11 · EIN 86-0181291 | Actuarial | $39,300 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $31,441 |
DIMEO SCHNEIDER & ASSOCIATES LLC8+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $22,500 |
BENNING GROUP, LLC8+ years Service code 10 · EIN 30-0003878 | Accounting | $17,100 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 13 · EIN 23-2186884 | Contract Administrator | $10,602 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -24.37% | -3.51%-20.9pp | -5.12%-19.2pp | -5.25%-19.1pp |
| Employer contribution / active EE | $0 | $11,313-100.0% | $31,020-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |