Filed August 29, 2018 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $1,434,673 |
BRYAN CAVE LLP8+ years Service code 29 · EIN 43-0602162 | Legal | $65,589 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $43,900 |
CASUALTY ACTUARIES INC.2 years Filed as: CASUALTY ACTUARIES INC Service code 49 · EIN 43-1265750 | Other Services | $10,240 |
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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 6.38% | 10.30%-3.9pp | 7.70%-1.3pp | 9.11%-2.7pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,478-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $116 | $902-87.1% | $49+136.3% | $1,272-90.9% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |