Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $979,100 |
BRYAN CAVE LLP2+ years Service code 29 · EIN 43-0602162 | Legal | $263,816 |
ZEPHYR ASSOCIATES1 year Service code 27 · EIN 83-0316430 | Advisory (Plan) | $19,425 |
CASUALTY ACTUARIES INC.2+ years Service code 49 · EIN 43-1265750 | Other Services | $10,010 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS Service code 17 · EIN 34-1820650 | Pension Consulting | $8,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 12.64% | 16.32%-3.7pp | 16.78%-4.1pp | 16.32%-3.7pp |
| Employer contribution / active EE | $0 | $12,766-100.0% | $26,328-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $69 | $800-91.3% | $97-28.1% | $800-91.3% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |