Filed December 30, 2010
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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $641,734 |
PROSPERITY BANK10+ years Service code 21 · EIN 74-2331986 | Bank Trustee | $131,209 |
SNELL & WILMER LLP1 year Filed as: SNELL & WILMER L.L.P. Service code 29 · EIN 86-0089731 | Legal | $73,400 |
RBMS LLP1 year Filed as: RBMS, LLP. Service code 10 · EIN 75-2489868 | Accounting | $5,250 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 27.7%-27.7pp |
| Annual return | 2.54% | -3.04%+5.6pp | -0.73%+3.3pp | 15.59%-13.0pp |
| Employer contribution / active EE | $0 | $42,104-100.0% | $28,477-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $123-100.0% | $476-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |