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 LLC4 years Service code 14 · EIN 53-0181291 | Plan Administrator | $362,000 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $245,904 |
ANGELES INVESTMENT ADVISORS, LLC8+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $164,726 |
THE BANK OF NEW YORK MELLON8+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $68,428 |
WINSTON & STRAWN LLP6 years Service code 29 · EIN 36-1975990 | Legal | $35,592 |
EIDE BAILLY LLP7 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $16,750 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 7.41% | 10.25%-2.8pp | 35.16%-27.7pp | 22.81%-15.4pp |
| Employer contribution / active EE | $15,111 | $45,684-66.9% | $46,401-67.4% | $18,290-17.4% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |