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 LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $102,402 |
Service code 17 · EIN 04-2647786 | Pension Consulting | $41,880 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $14,200 |
Service code 29 · EIN 39-1126909 | Legal | $5,440 |
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 | $317,036-100.0% | - | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 13.0%-13.0pp |
| Annual return | 18.62% | 15.86%+2.8pp | 13.45%+5.2pp | 13.59%+5.0pp |
| Employer contribution / active EE | $0 | $23,357-100.0% | $26,057-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $87-100.0% | $181-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | - | $29,657-100.0% |