Filed December 15, 2014 (most recent of 2 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 LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $315,024 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $70,000 |
COHNREZNICK LLP3 years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $41,850 |
PBI1 year Filed as: PBI RESEARCH SERVICES Service code 17 333 SOUTH 7TH STREET, SUITE 2400 · MINNEAPOLIS, MN 55402 | Pension Consulting | $35,036 |
K&L GATES3 years Filed as: K&L GATES LLP Service code 29 1 LINCOLN ST · BOSTON, MA 02111 | Legal | $12,934 |
CEDAR ROCK8+ years Service code 28 · EIN 04-3239412 | Investment Management | $7,630 |
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 | $164,233-100.0% | $56,546-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | -13.64% | 2.78%-16.4pp | -11.22%-2.4pp | 2.78%-16.4pp |
| Employer contribution / active EE | $0 | $15,276-100.0% | $32,882-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $579-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,473-100.0% | $1,015-100.0% |