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 LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $62,861 |
JOHNSON LAMBERT LLP3+ years Filed as: JOHNSON LAMBERT, LLP Service code 10 · EIN 52-1446779 | Accounting | $30,744 |
STEVENS & LEE3+ years Service code 29 · EIN 23-1886296 | Legal | $20,330 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK, N.A Service code 26 · EIN 94-1347393 | Advisory (Participants) | $4,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 16.01% | 13.05%+3.0pp | 17.16%-1.1pp | 13.05%+3.0pp |
| Employer contribution / active EE | $27,402 | $27,4020% | $19,169+43.0% | $27,4020% |
| Participant deferral / active EE | $0 | $2,558-100.0% | - | $2,558-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |