Filed March 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 |
|---|---|---|
STRATEGIC BENEFIT ADVISORS8+ years Filed as: STRATEGIC BENEFITS ADVISORS, INC. Service code 13 · EIN 03-0415817 | Contract Administrator | $287,098 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $74,001 |
WEAVER AND TIDWELL, LLP4 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $28,119 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $732,694-100.0% | $732,694-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 7.1%-7.1pp | 44.4%-44.4pp |
| Annual return | -20.26% | -15.17%-5.1pp | -15.18%-5.1pp | -14.65%-5.6pp |
| Employer contribution / active EE | $0 | $70,785-100.0% | $53,321-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,582-100.0% |