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 Service code 14 · EIN 53-0181291 | Plan Administrator | $397,852 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $194,231 |
ANGELES INVESTMENT ADVISORS, LLC7+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $187,572 |
THE BANK OF NEW YORK MELLON7+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $61,216 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP Service code 21 · EIN 95-4154361 | Bank Trustee | $26,465 |
EIDE BAILLY LLP6 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $15,000 |
WINSTON & STRAWN LLP5 years Service code 29 · EIN 36-1975990 | Legal | $5,876 |
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.
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 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | -19.13% | -11.16%-8.0pp | 10.22%-29.4pp | 39.82%-58.9pp |
| Employer contribution / active EE | $0 | $48,316-100.0% | $51,212-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |