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.
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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 | $836,592 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $87,500 |
COHNREZNICK LLP4 years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $84,250 |
K&L GATES4 years Filed as: K&L GATES LLP Service code 29 1 LINCOLN ST · BOSTON, MA 02111 | Legal | $67,913 |
Service code 17 333 SOUTH SEVENTH STREET, STE 2400 · MINNEAPOLIS, MN 55402 | Pension Consulting | $33,658 |
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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 | $3,299,877-100.0% | $186,774-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 55.8%-55.8pp | 2.3%-2.3pp |
| Annual return | 9.07% | 37.74%-28.7pp | 7.78%+1.3pp | 37.74%-28.7pp |
| Employer contribution / active EE | $0 | $15,788-100.0% | $32,517-100.0% | $15,788-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $504-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $3,044-100.0% | $9,287-100.0% |