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 | $116,427 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $95,550 |
Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $21,071 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $10,400 |
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 | $254,542-100.0% | - | $254,542-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 47.3%-47.3pp |
| Annual return | 15.32% | 4.58%+10.7pp | 13.45%+1.9pp | 12.16%+3.2pp |
| Employer contribution / active EE | $0 | $34,399-100.0% | $26,057-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $151-100.0% | $181-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $17,640-100.0% | - | $17,640-100.0% |