Filed November 9, 2005 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $1,114,494 |
VON BRIESEN & ROPER7 years Filed as: VON BRIESEN & ROPER, S.C. Service code 29 · EIN 39-1576289 | Legal | $200,184 |
MARQUETTE ASSOCIATES7 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 39-5027034 | Advisory (Plan) | $123,000 |
BMO HARRIS BANK NA7 years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $98,905 |
MELTING POINT SOLUTIONS1 year Service code 27 152 W. 57TH STREET - 37TH FL · NEW YORK, NY 10019 | Advisory (Plan) | $70,458 |
CLIFTONLARSONALLEN LLP7 years Service code 10 · EIN 41-0746749 | Accounting | $27,195 |
PENSION BENEFIT INFORMATION5 years Filed as: PENSION BENEFIT INFORMATION, LLC Service code 17 · EIN 94-2856521 | Pension Consulting | $8,943 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.21% | 7.96%-6.7pp | 5.04%-3.8pp | 8.76%-7.5pp |
| Employer contribution / active EE | $628 | $15,125-95.9% | $26,454-97.6% | $16,664-96.2% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |