Filed October 7, 2016 (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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 17 · EIN 36-2668272 | Pension Consulting | $115,725 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $76,250 |
FINDLEY1 year Filed as: FINDLEY DAVIES Service code 17 · EIN 34-1213174 | Pension Consulting | $52,202 |
RUSSELL TRUST COMPANY2+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $39,177 |
HUNGERFORD NICHOLS2+ years Service code 10 · EIN 38-2184825 | Accounting | $13,715 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $111,575-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 0.0%0pp |
| Annual return | 6.98% | 13.53%-6.6pp | 18.87%-11.9pp | 9.19%-2.2pp |
| Employer contribution / active EE | $3,727 | $18,999-80.4% | $19,828-81.2% | $12,608-70.4% |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $262-100.0% | $2,655,710-100.0% |