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 LLC3 years Filed as: WILLIS TOWERS WATSON Service code 14 · EIN 53-0181291 | Plan Administrator | $407,039 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $182,426 |
ANGELES INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $140,138 |
WINSTON & STRAWN LLP2 years Service code 29 · EIN 36-1975990 | Legal | $82,457 |
AECOM USA INC.4+ years Filed as: AECOM Service code 10 · EIN 61-1088522 | Accounting | $81,562 |
THE BANK OF NEW YORK MELLON4+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $59,814 |
EIDE BAILLY LLP3 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $14,500 |
Annual investment return 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 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 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 3.66% | 13.54%-9.9pp | 13.48%-9.8pp | 16.32%-12.7pp |
| Employer contribution / active EE | $21,035 | $37,659-44.1% | $47,067-55.3% | $17,007+23.7% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |