Filed February 23, 1994
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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $98,409 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $29,424 |
FORVIS, LLP1 year Filed as: FORVIS, LLP (FORMERLY BKD, LLP) Service code 10 · EIN 44-0160260 | Accounting | $14,280 |
AMERICAN FUNDS8+ years Filed as: HM CAPITAL MANAGEMENT Service code 17 · EIN 20-3287389 | Pension Consulting | $5,255 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 17 | Pension Consulting | $5,101 |
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Employer 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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -15.70% | 1.88%-17.6pp | -5.12%-10.6pp | 2.78%-18.5pp |
| Employer contribution / active EE | $3,707 | $8,732-57.6% | $31,020-88.1% | $15,276-75.7% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |