Filed October 31, 2011 (most recent of 3 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 17 · EIN 53-0181291 | Pension Consulting | $120,807 |
JOHNSON LAMBERT LLP1+ years Filed as: JOHNSON LAMBERT, LLP Service code 10 · EIN 52-1446779 | Accounting | $25,163 |
STEVENS & LEE1+ years Service code 29 · EIN 23-1886296 | Legal | $16,022 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A Service code 26 · EIN 13-4994650 | Advisory (Participants) | $12,507 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 0.18% | 0.18%0pp | 0.61%-0.4pp | 0.18%0pp |
| Employer contribution / active EE | $0 | $0 | $0 | - |
| Participant deferral / active EE | $0 | $0 | $0 | - |
| Admin fee / account holder | $0 | $0 | - | - |