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 LLC2 years Service code 14 · EIN 53-0181291 | Plan Administrator | $403,779 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $198,392 |
ANGELES INVESTMENT ADVISORS, LLC6+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $195,508 |
WINSTON & STRAWN LLP4 years Service code 29 · EIN 36-1975990 | Legal | $133,621 |
THE BANK OF NEW YORK MELLON6+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $60,330 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP Service code 21 · EIN 95-4154361 | Bank Trustee | $27,519 |
EIDE BAILLY LLP5 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $16,150 |
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 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 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 10.95% | 7.94%+3.0pp | 9.78%+1.2pp | 11.84%-0.9pp |
| Employer contribution / active EE | $13,347 | $42,390-68.5% | $46,889-71.5% | $17,339-23.0% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |