Filed May 15, 2013 (most recent of 6 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 14 · EIN 53-0181291 | Plan Administrator | $364,258 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $220,678 |
ANGELES INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $178,424 |
AECOM USA INC.1+ years Filed as: AECOM Service code 10 · EIN 61-1088522 | Accounting | $63,437 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $53,218 |
MCDERMOTT WILL & EMERY LLP1+ years Service code 29 · EIN 36-1453176 | Legal | $38,508 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $32,000 |
Filed as: J.P MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $7,924 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 10.51% | 5.09%+5.4pp | 4.74%+5.8pp | 7.18%+3.3pp |
| Employer contribution / active EE | $0 | $33,192-100.0% | $46,220-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |