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 |
|---|---|---|
Service code 17 · EIN 04-2647786 | Pension Consulting | $309,672 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $154,272 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $19,753 |
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $191,373-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.3%-2.3pp |
| Annual return | 10.21% | 9.42%+0.8pp | 8.46%+1.7pp | 37.77%-27.6pp |
| Employer contribution / active EE | $88 | $16,284-99.5% | $25,175-99.6% | $15,798-99.4% |
| Participant deferral / active EE | $0 | $512-100.0% | $181-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $730-100.0% | $9,287-100.0% |