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 | $203,693 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $164,664 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $14,432 |
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 | $1,472,696-100.0% | $765,066-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.7%-0.7pp |
| Annual return | 10.37% | 8.60%+1.8pp | 8.31%+2.1pp | 13.24%-2.9pp |
| Employer contribution / active EE | $92,251 | $19,393+375.7% | $21,002+339.3% | $14,616+531.1% |
| Participant deferral / active EE | $0 | $498-100.0% | $224-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $724-100.0% | $4,137-100.0% |