Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $995,200 |
BRYAN CAVE LLP3+ years Service code 29 · EIN 43-0602162 | Legal | $120,648 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $50,610 |
CASUALTY ACTUARIES INC.3+ years Service code 49 · EIN 43-1265750 | Other Services | $10,320 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS Service code 17 · EIN 34-1820650 | Pension Consulting | $5,000 |
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 | $157,466-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | 6.23% | 73.13%-66.9pp | 12.68%-6.4pp | 73.13%-66.9pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $22,860-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $54 | $293-81.8% | $123-56.4% | $293-81.8% |
| Admin fee / account holder | $0 | $0 | $2,825-100.0% | - |