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 16 · EIN 04-2647786 | Consulting | $129,953 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $77,025 |
WE ENERGIES1 year Service code 99 · EIN 39-0476280 | Other Fees | $29,194 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $8,200 |
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 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 | $21,290-100.0% | $9,655,338-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 7.4%-7.4pp | 45.9%-45.9pp |
| Annual return | 10.86% | 6.03%+4.8pp | 11.12%-0.3pp | 10.21%+0.7pp |
| Employer contribution / active EE | $0 | $29,370-100.0% | $22,651-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $123-100.0% | $198-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | $13,518-100.0% |