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 LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $121,207 |
Service code 14 · EIN 04-2647786 | Plan Administrator | $52,023 |
CLIFTONLARSONALLEN LLP7 years Service code 10 · EIN 41-0746749 | Accounting | $22,347 |
Service code 14 · EIN 26-0392491 | Plan Administrator | $5,634 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 3.96% | 7.00%-3.0pp | 4.95%-1.0pp | 8.21%-4.2pp |
| Employer contribution / active EE | $0 | $13,750-100.0% | $20,917-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $186-100.0% | $188-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |