Filed May 29, 2015 (most recent of 4 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 LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $370,331 |
Service code 16 · EIN 04-2647786 | Consulting | $176,541 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART, BOERNER,VAN DEUREN, NORRI Service code 29 · EIN 39-1126909 | Legal | $75,423 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $6,423 |
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.
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 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | -53.37% | 14.20%-67.6pp | 11.12%-64.5pp | 23.90%-77.3pp |
| Employer contribution / active EE | $82,174 | $28,371+189.6% | $22,651+262.8% | $16,539+396.8% |
| Participant deferral / active EE | $0 | $272-100.0% | $198-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |