Filed June 11, 2014 (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 |
|---|---|---|
Filed as: TOWERS WATSON Service code 10 8400 NORMANDALE LAKE BOULEVARD · MINNEAPOLIS, MN 55437 | Accounting | $300,668 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $131,229 |
Filed as: BNY MELLON Service code 27 225 LIBERTY STREET · NEW YORK, NY 10286 | Advisory (Plan) | $77,790 |
BARNES & THORNBURG LLP1 year Service code 99 · EIN 35-0900596 | Other Fees | $31,040 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $115,878-100.0% | $98,614-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 8.8%-8.8pp | 46.4%-46.4pp |
| Annual return | -36.01% | -2.11%-33.9pp | -0.41%-35.6pp | -82.67%+46.7pp |
| Employer contribution / active EE | $0 | $24,662-100.0% | $15,396-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,511-100.0% | $2,970-100.0% | $11,204-100.0% |