Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $4,092,212 |
BRYAN CAVE LLP7+ years Service code 29 · EIN 43-0602162 | Legal | $160,139 |
GRANT THORNTON LLP7+ years Service code 10 · EIN 36-6055558 | Accounting | $52,290 |
CASUALTY ACTUARIES INC.1 year Filed as: CASUALTY ACTUARIES INC Service code 49 · EIN 43-1265750 | Other Services | $10,180 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -21.20% | 87.23%-108.4pp | -5.12%-16.1pp | 23.41%-44.6pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $89 | $1,092-91.9% | $101-12.1% | $1,474-94.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |