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 LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $75,451 |
JOHNSON LAMBERT LLP2+ years Filed as: JOHNSON LAMBERT, LLP Service code 10 · EIN 52-1446779 | Accounting | $26,063 |
STEVENS & LEE2+ years Service code 29 · EIN 23-1886296 | Legal | $17,544 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK, N.A Service code 26 · EIN 94-1347393 | Advisory (Participants) | $8,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | 10.68% | 6.44%+4.2pp | 7.99%+2.7pp | 6.44%+4.2pp |
| Employer contribution / active EE | $0 | $0 | $3,868-100.0% | - |
| Participant deferral / active EE | $0 | $2,577-100.0% | $0 | $2,577-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |